Working with Documents

How to upload, download, preview and sign documents

Uploading documents
Documents can be uploaded to the Portal for access by your accountant. From the documents tab, select upload file which will open file explorer, select the...
Mon, 17 Jul, 2017 at 2:51 PM
Preview Documents
Preview: Select the file and click the Preview button to view the file online. Preview will display like this: Most documents are available for pre...
Mon, 17 Jul, 2017 at 2:55 PM
Download Documents
Download: Select the file and click the Download button to download a file. Multiple files can be selected for download. After pressing the download but...
Mon, 17 Jul, 2017 at 2:55 PM
Assigning filters to documents
If you have uploaded a file and need to assign (or reassign) a filter, select the document, then choose the assign option for filters and you will see this ...
Mon, 17 Jul, 2017 at 2:59 PM
Electronically Signing Documents
As at July 2017, there are two methods for signing within the portal, using two different products. Your accountant will be using one of the two methods ...
Wed, 16 Aug, 2017 at 1:30 PM
Signing documents - Group Docs - Click to Sign
The portal enables the electronic signing of documents, either for a single person or for multiple signatories.  If your accountant has uploaded a doc...
Fri, 28 Jul, 2017 at 9:59 AM
Signing documents - Group Docs - SecureSign
The Portal enables the electronic signing of documents, either for a single person or for multiple signatories.    If your accountant has uploaded a docum...
Fri, 28 Jul, 2017 at 10:00 AM
Signing documents - Adobe Sign - Click to Sign
The portal enables the electronic signing of documents, either for a single person or for multiple signatories.  If your accountant has uploaded a do...
Wed, 4 Oct, 2017 at 1:46 PM
Signing documents - Adobe Sign
The portal enables the electronic signing of documents, either for a single person or for multiple signatories.  If your accountant has uploaded a docum...
Wed, 16 Aug, 2017 at 1:28 PM