Step by step: Upload and pin files
1. Find the account you want to upload a file to
You can upload documents in two ways:
a) Click the file icon in the Actions column.
b) Open the account and click the Upload document button in the top right.
2. Upload file
Drag and drop the file into the upload field, or click anywhere in the field to select a file from your computer.
You can upload one or several files at the same time.
3. Pin the file
Use the pin icon to control visibility:
Light pin = the document is only visible in the period it was uploaded to.
Dark pin = the document is visible in all periods of the same year.
Click the icon to pin or unpin the file.
💡 Tip: Pin files actively to make important documentation visible throughout the year – e.g. annual agreements, procedure descriptions, or documentation that applies to multiple periods.