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Your advisor will send you documents to view, file or approve. You can access all your documents from the Documents tab.


Click Documents to
View a document and its details

Click on a document in the displayed list to view it.

Filter your documents

Filter and sort your documents list based on what you're looking for using the Filter button and sort option.

View an associated task

If a document is associated with a task, you can view the details of the task from the document details.

Upload a document

If you need to send your advisor more information, click to upload a file.

Need to delete a file?

This can't be done from your portal. You'll need to get in touch with your advisor and they can delete it for you.