Section

Documents

Getting paperwork into Orin, filing it, and letting Orin read it for you.

4 articlesLast revised

Uploading and filing27 Aug 2026Getting a document into Orin and attaching it to the right client or engagement.Document types and confidentiality27 Aug 2026What a document is filed under, and who that lets see it.For review, Bin and Quarantine27 Aug 2026The three places a document can sit before it is properly filed.Capture: letting Orin read documents27 Aug 2026What document reading does, what it costs, and the spend limit that stops it running away.

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