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      Direct PDF links for detailed verification

      We’re thrilled to introduce Direct PDF Links for Detailed Verification

      We’re thrilled to introduce Direct PDF Links for Detailed Verification—a new feature that brings seamless integration of expense documentation into your accounting and payroll systems. With Direct PDF Links, you gain secure, password-protected access to documents, helping you streamline expense management and verification across your platforms.

      Key Benefits of Direct PDF Links

      1. Effortless PDF Link Export for Verification
        Directly export PDF links into a text file, which can then be easily integrated into your accounting or payroll systems. Each link is tagged with a unique serial number, enabling quick identification and verification of specific documents. This feature enhances document tracking, ensuring a smooth and precise expense management process.

      2. Password Protection for Enhanced Security
        Every exported PDF link is password-protected to guarantee secure access. You can set a global password within settings, allowing only authorized users to view the documents. For added control, any password change automatically deactivates all previously exported links, ensuring your document access remains secure.

      Getting Started with Direct PDF Links

      1. Set Up Password Protection

      • Go to Admin > Settings > Miscellaneous Tab.
      • Scroll to Direct Password and click Generate Password to create an automatic, secure password—or enter a custom one.
      • Click Save to activate the password protection.

      2. Export PDF Links for Expense Documentation

      • Navigate to Accounting and choose Export PDF Links.
      • Enter the serial numbers for the documents you want to export.
      • Click Export, and a text file containing all relevant PDF links will be generated, ready to integrate with your accounting system.

      3. Verify Links as an External User

      • Copy an exported link and open it in an incognito window. This allows you to verify that the password protection is working as expected, ensuring secure access for external viewers.

      Advantages of Using Direct PDF Links

      • Time Savings
        Quickly and easily export verifiable document links, reducing administrative tasks and saving valuable time.

      • Enhanced Security and Control
        Customizable password protection keeps your document access secure, giving you full control over who can view your documents.

      • Seamless Integration
        PDF links are instantly ready to connect with other systems, facilitating smoother accounting and document management workflows.

      Summary

      Direct PDF Links offer a powerful solution for secure and efficient expense document management. Combining fast export, robust password protection, and easy integration, this feature delivers increased productivity, enhanced security, and superior control. Experience the simplicity and reliability of Direct PDF Links today, and take your system integration to the next level!