You have two options to download a document: with a document preview or without a document preview.
Downloading a Document with a Document Preview
- Step 1: Start by navigating to the Documents module in your client portal.
- Step 2: Click on the relevant folder and continue through any sub-folders until you locate the document you wish to view.
- Step 3: Click on the document to open and view it on your screen.
- Step 4: To download, click the "Download" button located in the upper middle portion of the window.
- Step 5: The file will automatically download to your browser's download folder, where you can then action it as necessary.
Downloading a Document without a Document Preview
- Step 1: Navigate to the Documents module in your client portal.
- Step 2: Click on the folder and continue through any sub-folders until you find the document you need.
- Step 3: Locate the "•••" (three dots) in the Action column next to the file you want to download.
- Step 4: Click on these dots and select the "Download" option from the menu.
- Step 5: The file will automatically download to your browser's download folder for further action.