Saved on Oct 09, 2018
Your advisor will send you documents to view, file or approve. You can access all your documents from the Documents tab.
Click on a document in the displayed list to view it.
Filter and sort your documents list based on what you're looking for using the Filter button and sort option.
If a document is associated with a task, you can view the details of the task from the document details.
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.
Viewing my documents
Filtering and sorting my documents
Details of a document
Uploading a file
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