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The Documents page displays a list of all the documents that have been published to the portal in either the Sent or Received tabs.  

Click Documents to ...
View a document

Click on a document in the displayed list to view it. 
or
Click the Action button associated with a document and select Preview.

View documents received from your clientsClick Received on your Documents page to view a list of all documents that you've received from your client.
View documents sent to your clientsClick Sent on your Documents page to view a list of all the documents that you've sent to your client.
Download a documentClick 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 documentsClick 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 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.
or
Click the task icon associated with the document. The task icon is just before the Action button.

Delete a documentClick the Action button associated with a document and select Delete Document.
See Delete a document for more info.
Share a documentTo share a document with a contributor, click the Action button associated with a document and select Share with contributor.
See Share a document for more info.
Associated icons
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 iconthe document has no associated tasks 

 

 
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