Document View Toolbar


The Document View toolbar displays the actions you can perform on a file or folder within the Document View pane. The Document View toolbar is contextual and changes which actions are selectable based on whether you are working with a file or a folder.

Options Active When a Folder is Selected

Clicking Upload opens a window to browse your computer for files to add to the folder you've selected.

Clicking Scan opens the Scan Document window, allowing you to add scanned documents or other document images to a folder.

Clicking Expand provides the options to Expand All, Collapse All, or Expand By Year.

Expand All shows all files stored inside folders.

Collapse All hides all files inside folders.

Expand By Year shows all files inside folders for the current tax year and the last tax year.


Options Active When a File is Selected

Clicking Send To displays various choices for moving files to your computer or a recipient. Any choices below the line are dependent on your computer and will vary based on your personal settings in your operating system.

Using some of these tools—such as Fax Recipient or Mail Recipient—uses an unencrypted file and attaches the file to fax or email; these tools should never be used with confidential files.

Clicking Open, Save or Print performs each action on a file using the default settings on your computer.


  • Click Open to open a file using the default program you have set on your computer—some examples are Adobe Acrobat for PDF files, Microsoft Word for .docx or .doc files, and Microsoft Excel for .xlsx files.
  • Click Save to open a window allowing you to browse to an area on your computer to download the file.
  • Click Print to print the file to your default printer.

The Refresh button is used to update your Document View to display any files or folders that have been added while you have been working in Connected Desktop. Pressing the F5 key will also refresh your Document View.

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