Subscription

Subscription

Introduction

All the details related to your subscription package are available here, including the total, used, and available files, subscription start date, package expiry date, and storage usage.
You can renew your subscription package or purchase additional files at any time during your subscription period. The price per file for the additional files, will also be displayed for your reference.

Notes
Note:- You can not opt for another subscription before the current one expires. The other way to have extra files is to add more files, if you’re out of existing files.
  1. However, you may  renew your subscription package up to one month prior to the subscription expiry date.

How to Renew Subscription

Step 1: Click on Profile > Subscription.



Step 2: Click on Renew.
Notes
Note: The Renew button will be enabled only 30 days before your expiry. If this button is disabled, you can use the Add more files feature.




Step 3: Now, enter the Number of files>> tick the Terms and Conditions checkbox>> click on Renew. 




Step 4: You can now click on Download Invoice to download your invoice.



How To Add More Files

Here’s how you can top-up extra files if you’re out of the existing ones.


Step 1:- Click on your profile icon and then click on Subscription.

Or 

Step 1:- Click on your profile icon and then on You can search from the pop-up menu and from the appearing page, select Subscription.




Step 2:- Then click on Add More Files.



Step 3:- Add the number of files that you would like to add to your account. Once you do that, you will be able to see the cost per file and the total cost.

Step 4:- A bill will be generated on the right side of your screen, accept terms and conditions, and  click on Place Order.




Step 5:- You will be redirected to the window with Order Summary on the left, and Payment Details  on the right. You can download your Invoice from here.




Step 6:- Once done, your top-up files will be added and will reflect in your account immediately. 





Notes
Note: Only Administrator and Company Admin can top-up Files                                                                                     

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, contact our Support team if you need any assistance.

    • Related Articles

    • Release 3.2

      Release 3.2 This release includes significant enhancements to the below and is a direct result of client feedback, Please keep them coming! NEW PDF VIEWER!! Addition of ASIC Searches Addition of Title Searches New Date Picker and options New ...

    • Release 5.1.6

      Edit in MS Office option Now the Plan and Process area will have the Edit in MS-Office option to view the downloaded file and save the changes made to Cloudoffis. Under Search Documents: Tagged excel file in Supporting Documents: Managed Funds Source ...

    • Generating & Downloading Audit Files

      Introduction To Generate and Download Audit File, follow the steps mentioned below Generate Audit File Step 1: Click on Audit > Manage Jobs > My Audit Jobs and click on the relevant Fund Name. Step 2: This will redirect you to the fund dashboard. ...

    • Errors and Troubleshooting

      Introduction Certainly, here's a condensed knowledge base article that summarizes the common errors and troubleshooting steps for Cloudoffis-related issues: In the course of using Cloudoffis for auditing purposes, you might encounter various errors. ...

    • How to Clear Cache

      Introduction From time to time, data will be cached in your browser, and you will need to force a refresh. The diagram below outlines the shortcuts to Clear Cache on both Mac OS and Windows platforms. If the short cut doesn't work you can refer to ...