Add notes and workpapers to your carbon accounting for auditability and reference.
Document Library
Easily manage all documents related to your carbon accounting and reporting in Sumday’s Document Library:
- Create Custom Folders to organize your files as needed.
- Use the Supporting Files folder for bulk uploads you’d like imported into Sumday—our team can handle the rest.
- Client Document Sharing: If you’re an advisor, clients can upload requested documents here to share them directly with you.
- Save any reports you create in the Reports section for easy access and reference.
Notes
- To add a note in the Carbon Ledger, simply right click
- Type to add a note
- Select the tag icon to add custom tags or search pre loaded tags
- Select the plus icon to attach a file or add a link
- To create notes anywhere and search all notes, select the note icon on the top right of the screen