Document management software at cloud

Document management software

Discover the Contasimple virtual disk and upload your documents. You can link them to your invoices, estimates, delivery notes, expenses, and investment goods. Digitize your invoices and tickets with our app and certify them, they will be valid before the Tax Agency. Electronically sign all your documents.

How to upload documents to the cloud.

Access your virtual disk

In the top menu, click the "Virtual Disk" section.

Access your virtual disk

Upload file

Upload file

In blue, you will find the folders created automatically by the program where the files associated with the program documents, such as invoices, estimates or delivery notes, are located. These folders cannot be modified or deleted.

In addition, you can create your own folders and organize them as you wish. You can create other folders in your folders. You can modify or delete them. Navigate to the folder where you want to upload your document, or upload them directly.

File management

Drag the files to the box. Each file must weigh up to 30Mb. You can add a brief description.

Click "Save" to finally upload your documents to the virtual disk.

File management

How to link a document

We show you step by step how to link a document to your invoices. It will be the same for all your estimates, delivery notes, expenses or investment goods.

Access the invoice register

In the top menu, in the "Accounting" section, click on "Issued Invoices".

Issued invoices registry

Issued invoices registry

Issued invoices registry

You will access the list of your issued invoices. Click "Attach files to this invoice".

Upload documents

A box will appear where you can upload the documents you want to link to the invoice.

Click "Save" to finally link your documents to your invoice and upload them to your virtual disk.

Save document

Linked document

Linked document.

Once uploaded, you will have the document linked to the invoice and available whenever you want via the Contasimple website and mobile app.

Digitization of invoices

Easily digitize your invoices and expenses with the Contasimple app.

AEAT Certified Photo
  • Access the Contasimple app and record your invoice received or spent. Then select the "AEAT Certified Photo" option.
  • Take a photo of the document on paper and check that it looks right on the screen.
  • End the process. Your invoice or expense will be certified in your account and you will be able to recycle the paper document.

Electronic signature of files from the virtual disk

Once you have your files uploaded to the virtual disk, you can sign them electronically. Just upload your digital certificate to the program from the "Digital certificate configuration" section to enjoy this functionality:

Electronic signature of files

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Cegid is one of the main players in business management solutions in the cloud for Finance (ERP, treasury, taxes), Human Resources (Payroll, Talent management, Time management), Accounting, Retail, Entrepreneurs and Small Businesses.

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Contasimple is a product of Grupo Primavera, a Cegid Company    C /Marina 16-18, planta 8, Torre Mapfre, 08005 Barcelona, CIF B67119594, T 932 933 806
Contasimple S.L.U. is a company registered in the Mercantile Registry of Barcelona in volume 46203, folio 76, sheet B-512849, inscription 1.