You can view all your documents quickly and easily within the Docs area of your Client Portal. You will see the file name, the upload date and where it is currently stored within the portal, along with the ability to view and download the document as required.
NOTE: Accessing the portal via Google Chrome is preferred. Some browsers are not fully supported, and may limit your ability to perform certain actions within your Client Portal.
To access/view/download your documents:
- From the Dashboard, click on the Docs area.
- Search for the file name using the search bar provided, or navigate to the All files or Folders section.
- Once you have located the document you wish to view, click the 3 dot 'Action' button and select 'Download'.
- A pop-up box appears. Click the file name link.
- Your document will open in a new browser window.