Working with Documents
The Documents page is home to all documents in the system relative to your firm. Employees who have access to the Portal, can view all documents in the syst...
Tue, 27 Nov, 2018 at 4:22 PM
The Filters button allows you to create, rename, delete and assign filters for the selected client. Create - allows you to create a new filter, or sub...
Mon, 16 Jul, 2018 at 10:56 AM
Documents can be uploaded to the portal by using the Upload button and selecting files, or by Drag & Drop. Drag & Drop: you can drag and drop a ...
Mon, 16 Jul, 2018 at 10:57 AM
Download: Select the file and click the Download button to download a file. Multiple files can be selected for download. After pressing the Download but...
Wed, 30 Aug, 2017 at 10:59 PM
Preview: Select the file and click the Preview button to view the file online. Preview will display like this: Most documents are available for ...
Tue, 9 Oct, 2018 at 12:16 PM
Copy Link is used to send a copy of the document to the clipboard. This copy can then be emailed to an Account. If the document is setup for signing an...
Tue, 27 Mar, 2018 at 9:54 AM
The history of a document is a list of every action taken against a document since it was uploaded to the portal and includes: Document Uploaded by Use...
Fri, 14 Jun, 2019 at 2:55 PM
As at July 2017, there are two methods for signing within the portal, we currently have two different products being used for signing. The two produ...
Thu, 18 Apr, 2019 at 12:15 PM
Adobe Sign allows for electronic document signing using the external Adobe Sign portal/website. The process of signing is driven by the email sent to the si...
Wed, 24 Jul, 2019 at 11:13 AM
Setting up a document for signing using Adobe Sign uses one of two options: Simple Sign Advanced Sign See this link for AdobeSign PDF Requirements ...
Wed, 24 Jul, 2019 at 5:08 PM