How do I upload a document and keep its versions?
Open Documents, click Upload, choose the client and the file. To replace a file later, use New Version. DueFiler keeps every earlier version.
Who can do this: Admin, Partner, Company SecretaryLast checked: 20-10-2026
Upload a document
- Click Documents in the left menu. This is the Document Vault.
- Click Upload.
- Choose the Client Entity. This is required.
- Type the Document Name, for example Auditor’s Report FY 2025-26.
- Choose the File. Choose the Type and add Tags if you wish.
- Click Upload.
What you will seeA green message says the document was uploaded. It appears in the list.
Replace a file with a new version
- Find the document. Open the ⋯ menu on its row and click New Version.
- Choose the new file.
- Click Upload Version.
Good to knowThe old file is not lost. Each upload becomes version 1, 2, 3 and so on, with the person and the date.
See the history
Open the row menu and click History. A panel lists every version. Click Download Current Version to get the latest file.
Keep documents in folders
- Click New Folder, type the Folder Name and click Create Folder.
- To move a document, open its row menu, click Move to Folder and choose the folder.
A folder can be deleted only when it is empty. Your firm’s storage limit applies to all documents together.
Cannot see this on your screen?
- Your role must be one of these: Admin, Partner, Company Secretary. If it is not, ask your Admin to check your access.
- If your firm’s trial has ended, DueFiler is read-only. You can see everything, but you cannot add or change anything.
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