There are many places within your portal that you can upload files to keep track of your important financial documents.
NOTE: The document storage system supports only the following common file formats: .csv, .doc, .docx, .gif, .jpeg, .jpg, .pdf, .png, .ppt, .xls, .xlsx, .zip
To upload documents to the Documents area:
1. Navigate to 'Docs' from the menu on the left hand side of your portal.
2. The Documents area opens. Simply drag and drop your file/s into the space provided or click 'Browse' to locate the file within your system.
3. Once the files have been uploaded, they will be visible in the 'All files' area.
4. From here, you have the option to move the file to a different folder if required.
To upload documents to a Wealth item:
1. Navigate to the Wealth section of your portal and locate the Wealth item that you want to upload a document to.
2. Click on the Wealth item and further details will open. Click 'Documents'.
3. Click 'Add document'.
4. Your system folders will open. Select the file you want to upload and click 'Open'.
5. The file will be uploaded and stored in the 'Documents' tab within the Wealth item.
The file can also be found in the 'Documents' area of your portal and the location of the file will display as the chosen Wealth item.
To upload documents to Cashflow:
1. Navigate to Cashflow, locate the transaction that you would like to upload a file to and click on the transaction.
2. Further transaction details will open. Click 'Documents'.
3. Click 'Add document'.
4. Your system folders will open. Select the file you want to upload and click 'Open'.
5. The file will be uploaded and stored in the 'Documents' tab within cashflow transaction.
The file can also be found in the 'Documents' area of your portal and the location of the file will display as the chosen cashflow transaction.
NOTE:
1. You can lock a file you have uploaded so no one else but you and your primary financial professional can delete.
2. The document storage system supports the following common file formats: csv, .doc, .docx, .gif, .jpeg, .jpg, .pdf, .png, .ppt, .xls, .xlsx, .zip