Documents

Manage your documents and workpapers in this section

Manage all documents relating to your carbon accounting and reporting in the documents library.

  • You can create your own folders.
  • Use the ‘Supporting files’ folder for any bulk uploads you need imported into Sumday for you.
  • If you are an advisor and have requested documents from your client, they can upload them here to share documents with you.
  • Save reports you create in the Reports section if you like.
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Last updated on September 4, 2024