Introduction

The following steps explain how you can find and upload shared files with your clients on the client page. Navigating to this page will give you an overview of all the files you shared with a particular client and allows you to upload new files directly.

How to do it

1. Go to the 'My Clients' menu.

2. Select the client you shared a tool basket with.

3. Go to the menu 'Decisions and Actions' and select the tab 'Advisor Files'.

4. Note that the tools you sent to the client appear on the list.

5. Upload a new file by clicking the button '+ File' and adding a file from your hard drive.

6. Note that the new file now appears in the AdvisorFiles list.