View & Download Documents

Access the files your firm has shared with you and upload any documents they have requested.

Viewing Documents

1. Click Documents in the sidebar.
2. Browse the list of shared files showing the name, type, size, and date.
3. Click the download icon next to any file to save it to your device.

Uploading Documents

1. On the Documents page, click Upload.
2. Select the file from your device.
3. Click Submit.

Your firm is notified when you upload a document.