Uploading Documents

Documents in DarkLion are always uploaded to a specific client — either a Person or a Company. Files go directly to AWS S3 and are never stored on your local machine or DarkLion's servers.

How to Upload

1. Go to CRM → find the person or company → open their record.
2. Click the Docs tab.
3. Click the ↑ Upload Document button.
4. The upload modal opens. You can drag and drop a file into the drop zone, or click to open a file picker.
5. Choose:
   • Tax Year — Defaults to the firm's active tax year. Change if uploading a prior-year document.
   • Category — Tax, Bookkeeping, or Other.
   • Section — "Delivered by Advisor" is the default for staff uploads. This determines whether the client can see it (see Delivering to Clients).
6. Click Upload. The file uploads to S3 and appears in the folder tree immediately.

After Upload

Once uploaded, the document appears in the folder tree under the correct year and category. From the document row you can:

Move a Document

1. Find the document row and click the ↕ Move button.
2. A modal lets you change the Tax Year, Section, or Category.
3. Click Save. The document is re-filed immediately.

Use Move when you uploaded to the wrong year, or when you want to change a document from a private section to a delivered section.

Delete a Document

1. Find the document row and click the 🗑 Delete button.
2. A confirmation dialog appears.
3. Confirm — the file is permanently deleted from both S3 and the database.