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Add value to a document

Add value to a document

In this article, you will learn how to add a value to your documents and get valuable statistics on your pipe worth!

Set a Value

  1. Go to Documents > click on the action menu > Set value.
  2. Enter the value > Confirm.

The number of documents and values depend on the dashboard filters and the selected period.

The statistics will show on your dashboard.

The dashboard displays documents sent within a specific date range. It is set to show the last 30 days. Read more about the dashboard here.

Good to know!

  • The country set on account level determines the workspace currency. You can set the country on the Workspace branding page. 
  • If you set a period with an end date earlier than today (for example, "previous month"), no statistics for the document number or value will be shown under Overdue. Since the expiration date could have been changed, our system cannot track it.

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