Three places a document can live
The distinction matters: only Workpapers are processed for reconciliation matching. A document in the wrong tab is invisible to the AI tie-out.
To move one, right-click it, choose Settings, and change Document type.
What you can upload
Natively supported:- Excel:
.xlsx,.xls - PDF:
.pdf
- Word:
.docx - Images:
.jpg,.jpeg,.png,.heic
The document menu
Right-click any document for the full set of actions:
On a locked binder the editing actions disappear and the read-only ones remain.
Edit in place
Open a document and click Edit. Save changes when you’re done.PDFs
Undo and redo step through your edits. For showing your arithmetic, use calculation annotations.
Some PDFs ship with annotating, printing, or editing disabled by whoever
created them. Denari shows a notification bar when that’s the case.
Excel
A full toolbar in the browser: formatting, formulas, pivot tables.Linking between documents
Both the PDF and the spreadsheet editor support cross-document links, so a figure on one workpaper can point at the schedule that supports it. A reviewer following your work moves between documents by clicking rather than by hunting through the folder tree.Edit somewhere else
Through SharePoint, if your firm has it configured with your Microsoft Teams admin:- Click the SharePoint link on the document page to open it in the Microsoft web app.
- For the desktop app, use Editing → Open in Desktop.
- Back in Denari, click SharePoint → Sync from Microsoft to pull the changes in.