Exploring the Documents Library

FI Users may access documents by accessing the document repository functionality by navigating to “Documents”. From here a FI user may access the parent folder “Portal Documents” and all sub folders it contains.

These folders contain any files uploaded by Tax Authority users that are available for download by FI users.  

To quickly find files a FI user may filter files by using the Filter by functionality to return files names matching the entered text.

To view any of the files click on the folder down the left hand side and you will be able to access any of the files within that folder.

Downloading a File within Documents

Select the file you wish to download and then click on the green arrow to the right of the Path. 

You will now be given the option to either Open or Save (this is depended on the browser you are using)