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How do I upload documents to Group?
1. | Login to your account using the username and password provided. | |
2. | Hover over Asset Management Centre and Click on Monthly Reporting tab. | |
3. | Go to Manage By field and Select Manage By Asset from List. | |
4. | Select the Client for which you want to view document and Click on View icon. It will open new window. | |
5. | Click the asset from the grid and Click on view icon. It will open new window. | |
6. | Go to Top right corner and Click on the 'Upload Documents To Group' icon. It will open a popup window. | |
7. | Click on the green icon to access your computer and then select the required files. Use the CTRL key on your keyboard to select multiple files - up to 50 can be selected per upload! Note: Each file must be below 20MB. |
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8. | After selecting the required files, click the 'UPLOAD' button to begin the upload process. |
Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator. |
Lauren Partridge
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