Documents

The Documents page is where you can view and download files published to you in one convenient location.  Each document contains a file your Advisor wants you to see. By default, documents are listed in reverse chronological order, with the most recent document at the top of the list.

Each document includes:

• Document name

• Document description

• File download links

• View button (if the file can be viewed in a browser)

• Publishing date

How to download and view documents

By clicking a document’s name, you open a modal where you can click the name of the file attached to the document so you can download the file, or click the View button to see the document’s file in a new browser tab.

You can also download any file in a document by clicking the file name listed on the document itself. You can also view certain types of files (e.g. PDF, JPEG) in a new browser tab by clicking the corresponding View button on the right-hand side of the document.

How to find specific documents

The list of documents that appears on your Documents page can be filtered, using the keyword filter in the toolbar above the list.

The keyword filter is an input field where you can enter text that you think would be included in a document’s name, description, or the name of the file attached to the document. The Documents page then only lists documents that include this text or filename.