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Table of Contents : |
How do I view documents of Monthly Reporting?
| 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 Date from List. |  |
| 4. | Select the Client for which you want to view document and Click on View icon. It will open new window. |  |
| 5. | Go to Document section and Click on Name of the Document. It will open that document into new window. |  |
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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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