Create a letter, month-end report or procedural documentation

This area is off unless the operator of your installation has switched it on (the flag UNIVER_SHEETS_ENABLED). When it is on, Documents appears as a tab of Finances in the left menu of a client; when it is off, the tab is missing and the address shows "not found". Owner, admin and accountant can create, edit and download; the bookkeeper can create and save but not download; the tax advisor can read and download. Client roles have no access: Your role may not read this client's documents. Documents are the firm's drafts and are never shared with the client automatically.
Under New document choose a template and select Create: Letter (letterhead with the client's details, date and salutation), Procedural documentation (the outline of the GoBD procedural documentation, only once per client; afterwards the row offers Open the existing one) or Month-end report (set Month of the report first; it is the previous month by default). The text is created in the language you use in the app at that moment. A letter or report starts a new document every time. Contracts, invoices and dunning letters are not made here.
The app fills in what it knows: company details and date, and in the month-end report the bank lines, open items and figures from the books. What it cannot fill stays as a hint in square brackets, for example [enter tasks with owners]. Replace every such hint before you use the document.
Under Existing documents each document shows its kind, its version and the date. Choose Open to edit it on the Edit tab, or Ask the assistant to improve it with the agent. Choose Save to store your changes; every save makes a new version (Version 3). If someone saved in the meantime, the app says Someone saved the document in the meantime. Your changes were not saved. Choose Reload and make your change again.
The tab PDF preview shows how the saved version prints. Unsaved changes are not in it. If PDF creation is not available, editing and the Word download still work.
To download, use Download PDF or Download Word in the document's row; the file is named after the title and version. The status shows Ready, Generating or Failed; the PDF is made on the first download, which can take a moment. If it fails, read the sentence next to it and choose Retry. A file the app refuses for safety (macros, a password, too large) says why.
The procedural documentation (Verfahrensdokumentation) describes in writing how your bookkeeping works, which German tax auditors expect under the GoBD rules. The app gives you the outline; your company has to complete it and keep it true.