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 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 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 document
Click the Action button associated with a document and select Delete Document. See Delete 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 Share a document for more info.
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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