Offer template data dictionaries and tips for document types and tags.

[Coo-ops]

Hey folks, love the app.

Was wondering if there was a mechanism for offering the user template data or tooltips to help a new user populate the 'Document Type' and 'Tags' field.

I can't code - but if the mechanism was there I'd happily help write up some content.

A few suggestions I had were:

Tip: Automatch correspondent by matching the Tax ID of the company, instead of the company name.
Document type: Invoice, Reciept, Identity Document, Medical Records, Insurance Records.
Tag: Paid, Unpaid.