Rooms is a place for collaboration and consolidation of data for a particular job or task with your financial professional.
If there is a document within a Room that you would like to download, this can be done in a few simple steps.
To download a document that has been shared in Rooms:
1. In the Room , visit the Documents area and find the document you want to download.
2. Download the document by clicking the 'Download' link
Note: You can access more details about the document by clicking on the document name. The document details area also provides a download link.
3. Once the download link is selected, a pop-up window opens. Click on the file name.
Your document will open in a new browser window for you to save as necessary.