Opening a document
Sign in to the correct organisation. When working with multiple companies, check not only the file but also which company it belongs to.
- Open Invoices and find the required document.
- Use its Open PDF action.
- Check that the full, correct document is displayed.
- For your own copy, use the available download or your browser's save option.
When the file does not open
Check whether it was deleted or its availability period expired. A record of a past handover does not necessarily mean the PDF content is still retained. If the copy should be available, contact support with the document identification rather than repeatedly deleting the whole collection.
Arrange long-term retention separately
HeyRup is a workspace for sorting and handover, not a long-term archive. Take the copies you need according to your agreement with your accountant and your own retention rules. Deleting in HeyRup does not delete the original attachment in email.