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Downloading supporting documents

To view or edit a supporting document, it will need to be downloaded to your local drive.

The below procedures only describe how to download a supporting document through the Working Paper Index, but can be applied to any of the areas noted above where you can view the supporting documents.

 

  1. In the Working Paper Index of your client, identify the folder and the specific file you wish to download;

  2. Click on the supporting document description or reference number to open the download window;

  3. Select Save File and click OK to download the file to your local drive;

  4. You can now open your file from the local drive location which you saved the file to.

 

WARNING: If a document is edited whilst downloaded, the document will need to be re-uploaded for the changes to take effect.

TIP: If you only want to view a document, use the "Open with" option to temporarily save the document. If you need to edit the document, then you should use the "Save File" option.

 

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