Searching for files

To search for a file already created, simply:

  1. Access the My Files page from the top navigation bar;

  2. Type in the name of the client in the search box;

  3. Select a single or multiple search filters as appropriate, including whether the file has been archived (locked down), the file type and the specific financial year end;

  4. Click on the search icon or hit the Enter key on your keyboard;

  5. Select the appropriate client file from the search results, taking note of the financial year end of the search results displayed;

  6. 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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