Help Centre

Document Management

Organize, share, and track client files

Check who has viewed a document

Every file in Tidyflow keeps a history of who viewed, downloaded, uploaded, renamed or edited it, with the date and IP address. Open it from the file's menu on the client's Files tab.
Edit a PDF and keep earlier versions

Add text, highlights, drawings and images to a PDF, or fill in its form fields, then save it back to Tidyflow as a new version. Every earlier version stays available to download or restore.
Folder templates

Set up a standard folder structure once and apply it to any client, in bulk, or automatically when a new client is added.