Step 1: Open the Client's Profile

First you will need to locate the client's profile which can be easily done by:

1. Navigating to My Clients or All Clients
2. Searching for the client by their name, email or one of the other search filters
3. Click on the clients name to open their profile

Step 2: Find the Document Card

All documents are saved under the Documents card on the client's profile

Step 3: Find the Document

Documents will be listed on the document card.

If you do not see the document you are looking for you can expand the document card to view all documents as a list.

To expand the card, do the following:

1. Click the expand button
   
   
2. This will open an expanded view of the documents
   
   

Step 4: Open the Document

Opening the document will depend on if you are doing it directly from the documents card or from the expanded view.

From the Documents Card

To open the document from the documents card you simple click on it.

Which will open it in a separate window (for example, PDF files) or automatically download it (for example, text documents).

From the Expanded View

To open a document from the expanded view, you will need to click the eye icon under the Actions column.

Which will open it in a separate window (for example, PDF files) or automatically download it (for example, text documents).