Manage documents

You accountant will upload documents for you and you can view them in the My Documents area of the portal. You also have the option to upload any documents that you want your accountant to have access to. You can also delete documents that are no longer required.

Tip: Before you upload any documents, we recommend that you set up folders to store them in.

Contents

View a file

When your accountant uploads a file into your portal, you receive an e-mail notification and the file appears in your portal. Within your portal, you can access the new file in two ways. You can click the Unread Files tab on your left menu. Alternatively, if you choose to browse via the Documents tab, the new file name displays in bold font, indicating that you have not opened it yet. Once you open the file, its name displays in regular font.

  1. Select one of these methods to access the document
    • To view a list of unread files, click the Unread Files tab.
    • To view a file you have already read, click the Documents tab, then click the folder that contains the file, if applicable.
  2. Select one of these options:
    • To view a single file, click the file - it downloads to your computer.
    • To download multiple files simultaneously, select the check boxes of those files and click Download.
  3. Open the downloaded file. If multiple files were selected, the downloaded file is a .zip file.

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Upload files

When you upload files to your portal, your accountant is notified via e-mail. A message containing links to the different uploaded files will then be sent to the accountant.

  1. Click My Documents.
  2. Click the folder you want to upload documents to, if applicable.
  3. Click the Upload button .

  1. In the Add Document dialog box, click Upload File , then locate the file(s) you want to upload - you can upload one or more files at the same time.
    The maximum size of a file that you can download is 1 GB.
  2. Click Open to uploaded the files to the portal..

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Delete a file

When you delete a file from a client portal, it is moved to the Recycle Bin.

  1. Access the portal.
  2. Click My Documents.
  3. To delete an individual file, click the Delete button at the end of the row, then click Yes to confirm.
  4. To delete files in bulk, select the related check boxes and click the Delete button, then click Yes to confirm.

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