You can send your advisor documents, e.g., receipts, invoices, that they'll need to complete your accounts. UI Text Box |
---|
| Getting an error when you upload files?
There's a 100 MB limit on the size of individual files. |
UI Expand |
---|
expanded | true |
---|
title | Sending files to your advisor |
---|
| Go to your portal. - Click upload () in the top right-hand corner to find and select the relevant files from your desktop or mobile device.
- In the Upload documents window, enter a description for the selected files.
This description will be the body of the email that's sent to your advisor. Be informative here, so they know exactly what they need to do with it. Click Share. An email will be sent to your advisor and the documents will be displayed in your Documents tab with an Upload tag. UI Text Box |
---|
| If you don't see your uploaded documents appear in the list or the Upload tag is missing from a document, click the Tasks tab and then the Documents tab to refresh the page. |
|
|