The Documents page displays a list of all the documents that have been published to the portal in either the Sent or Received tabs. Check out the video for an overview of the features available on the Dcouments page. | HTML |
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| title | Click Documents to ... |
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| | View a document | Click on a document in the displayed list to view it.
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Click the Action button associated with a document and select Preview. | | View documents received from your clients | Click Received on your Documents page to view a list of all documents that you've received from your client. | | View documents sent to your clients | Click Sent on your Documents page to view a list of all the documents that you've sent to your client. | | Download a document | Click the Action button associated with a document and select Download. The document can then be saved and/or opened in your PDF viewer. | | Filter your documents | Click Filter, then select to filter by:- the document tag, or
- the client who has been assigned the document, or
- the person who uploaded the document
for either your Sent or Received documents. Click Apply. To remove the filter, click the Filter button and then Reset. Or click Reset filters on the message displayed across the top of the page indicating that you've filtered your document documents list. | | View the any associated task | If a document is associated with a task, you'll be able to view the details of a task.
Simply click the Action button associated with the document and select View task.
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Click the task icon associated with the document. The task icon is just before the Action button. | | Delete a document | Click the Action button associated with a document and select Delete Document.
See Deleting a document for more info. | | Share a document | To share a document with a contributor, click the Action button associated with a document and select Share with contributor.
See Sharing a document for more info. |
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| | Icons before the document name |  | identifies the document as a PDF |  | identifies the document as an image file |  | identifies the document as a text file | | Icons before the Action button |  | a completed task is associated with the document |  | an outstanding task is associated with the document |  | this document has been shared with a contributor | | no icon | the document has no associated tasks |
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To publish documents to your portal, see What can I do in my portal? | 
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