To search for a file already created, simply:
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Access the My Files page from the top navigation bar;
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Type in the name of the client in the search box;
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Select a single or multiple search filters as appropriate, including whether the file has been archived (locked down), the file type and the specific financial year end;
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Click on the search icon or hit the Enter key on your keyboard;
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Select the appropriate client file from the search results, taking note of the financial year end of the search results displayed;
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The details of the selected file will appear on the right hand side of the screen.
TIP: You do not need to type in the full name of the client, only an identifiable portion
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