Once your financial professional has granted you access to your Portal, you can upload all of your documents into a secure and reliable area for quick reference and storage.
The system has some predetermined folders for you to add your information to or you can also add custom folders to organise your documents accordingly.
Add a folder
Rename a folder
Delete a folder
To add a folder:
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Navigate to 'Docs' from the menu on the left hand side of your portal.
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Once in the Docs area, click 'Folders'.
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Click 'Create folder'.
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A popup window opens. Enter a name for the folder and click 'Create'.
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Your folder has now been created.
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To create a sub-folder, click on the folder and repeat steps 3 to 6 as mentioned above.
Once a sub-folder is created, a path will show and the location is displayed.
To rename a folder:
1. Navigate to the folder, click the 'Action' button (3 dots) and click 'Rename'.
2. A popup window appears. Enter the folder name and click 'Rename'.
3. Your folder's name has now been updated.
To delete a folder:
1. Navigate to the folder, click the 'Action' button (3 dots) and click 'Delete'.
2. To confirm the deletion, click 'Delete'.
Note: Before deleting a folder, ensure any files you want to keep are moved to a different location.
3. The folder has now been deleted.
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