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How To View Client Uploaded Documents

A help tutorial showing how you can locate the documents your client attached to their engagement.

Updated today

Depending on the type of field you used for your upload element, there will be a few ways you can locate the documents your client attached to their template.

If it was a dataset element (which means the element on your template is connected to the profile) you'll be able to navigate to the Account Profile, click on 'Documents' in the upper right-hand corner.

Review all uploaded documents.

Check the box/boxes to download or remove certain files.

You can also view a list of attachments on each engagement using the engagement details panel.

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