Find and download documents in your vault

Open your document vault

1. Log in to your portal.
2. In the left menu, click Documents.

You see a grid of folders. This is your company's document vault, holding the papers issued to you and the files you have provided, all in one place.

The folders you will see

• Issued to you (blue folder) holds official documents your firm has issued to your company, such as a trade licence or a certificate.
• Provided by you (grey folder) holds files you have sent to your firm.
• Custom folders (amber) are any extra folders your firm has created to organise your papers, for example by service or by year.

Each folder shows a small count of how many documents are inside.

Open a folder and download a file

1. Click the folder you want to open.
2. Inside, each file appears as a row with its name and details underneath, such as the related service, the date it was issued, an expiry date where it applies, and the file size.
3. Click a file row to open it. It opens in a new browser tab, where you can read it or save it to your device.
4. You can also use the small download arrow on the right of the row.
5. To go back to all your folders, click All folders at the top.

If a folder is empty

A folder with nothing in it yet simply says there is nothing there. As your firm issues documents and as you share files, they fill in automatically.

See also: share a document with your firm.