Supporting documents
How do I activate Documents for my organisation?
Document access, eligibility and storage activation are separate checks. Only an organisation Admin can complete setup.
Navigation: Open Forms 145/146 → Forms Dashboard → Settings → Storage
How to do it
- Select the organisation and open Settings from the sidebar or Document Center.
- In Storage, resolve a purchase-eligibility prompt or contact support about manual eligibility if needed.
- Choose WrapTax Storage or SharePoint after reading One-time storage choice; complete SharePoint setup first if chosen.
- Read the terms and tick I have read and agree to these terms on behalf of my organisation.
- Click Enable WrapTax Storage or Enable SharePoint and inspect activation/directory-building status.
What to expect
Storage and initial directory setup are enabled; evidence still needs to be uploaded to its owner.
Important details
- A superadmin-disabled organisation shows Not active. Purchasing does not override that access flag.
- Editors can see activation guidance but cannot accept the organisation's terms or configure Settings.