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hello everyone this is hannah from tax dome today ill teach you how to lock an existing document to an invoice you can log a document to an invoice so that the client sees its available but cannot view or download it until the work has been paid for once the client pays the document automatically unlocks for them to do that make sure that you have uploaded the document to the top level folder with client can view access level click on the three dots icon to the far right of the document then click edit click link invoice then select the invoice you want to lock the document to or click create invoice at the top right to add a new one and itll be attached to the document also multiple documents can be locked to the same invoice once done click save to keep your changes and thats how you lock an existing document to an invoice thanks for watching
