Docs

Dashboard

Open Docs and see recent files, approvals, and storage cues.

Flowchart

flowchart LR
  A[Sign in via my.AICOUNTLY] --> B[Open Docs]
  B --> C[Confirm company & FY]
  C --> D[Dashboard overview]
  D --> E{Next?}
  E -->|My files| F[My Documents]
  E -->|Org files| G[Company Documents]
  E -->|Review| H[Approvals]

Flowchart: Dashboard workflow flowchart for Docs. Enable JavaScript to view the interactive diagram, or follow the numbered steps below.

Steps

Sign in at my.aicountly.com and open Docs from the launcher.
Confirm the correct company, branch, and financial year in the top bar.
Scan the Dashboard for recent files, pending approvals, and storage cues.
Open My Documents for personal files or Company Documents for organisation files.
Check Approvals when a document is waiting on your review.