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Drive guides

How to use Drive

Drive is one shelf for your business papers: invoices, agreements, returns and receipts. Documents are filed by company, branch and financial year, and the other Aicountly apps keep their attachments here too.

Open Drive About Drive

Start here

New to Drive? Do these in order.

  1. Find your way around Drive 4 steps
  2. Upload documents 4 steps
  3. Create folders and move files into them 3 steps
  4. Share a document with your team 4 steps

Get set up

Do these once, when you start.

Find your way around Drive Pick your company, financial year and branch, and learn the difference between My Documents and Company Documents. 4 steps Upload documents Add files from your computer or phone to your own space or to the company’s. 4 steps Create folders and move files into them Make folders like Invoices/2026 and move documents into them, one at a time or in bulk. 3 steps

Daily work

The jobs you do every day or every week.

Find a document quickly Search by name, tag or voucher number, filter by type and date, or browse by the app that saved it. 4 steps Tag your documents, with AI suggestions Add labels such as “GST” or “Rent” — by hand, or let Drive suggest them from the document. 4 steps Preview, download or update a document Look at a file without downloading it, download a copy, rename it or upload a new version. 5 steps Archive, delete and restore documents Put old files away, delete what you do not need, and bring back something deleted by mistake. 4 steps

Work with your team

Bring in colleagues and your accountant.

Share a document with your team Add people from your company, choose what each one can do, and change or remove it later. 4 steps See what others shared with you Every document shared with you, in one list — including ones shared company-wide. 3 steps

Reports

See where your business stands.

See who has access and what changed Check who can open your company’s documents, and look back at uploads, shares and deletions. 3 steps

Good to know

  • An Aicountly account. Company documents need a company, chosen at the top of Drive. See the guides

Works with

Still stuck?

Ask the community, or tell our support team what you were trying to do.

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