To watch the video, click here: https://loom.com/share/3f407ce725ce4896a8fca500698d3833
Step-by-Step Instructions
1. Accessing Plans 0:01
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Navigate to the 'Plans' section.
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Select the respective plan you want to manage.
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Click on the actions arrow and choose 'Files'.
2. Viewing Historical Reports 0:20
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In the files section, locate the 'Reports' folder.
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Click on it to view historical reports generated in the system.
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Expand the report types to access specific reports.
3. Understanding the Fiduciary File Structure 0:47
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Find the 'Fiduciary File' tab in the files section.
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Review the standard file structure provided out of the box.
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You can expand this structure to see its contents.
4. Modifying the File Structure 1:09
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To add a new folder, type the desired name in the 'New Folder' field and create it.
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Right-click on the new folder to create subfolders as needed.
5. Uploading and Managing Files 1:51
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Right-click within a folder to upload files.
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You can also move folders around as necessary.
6. Renaming and Moving Files 2:28
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To rename a file, select it and choose the rename option.
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To move a file, select it and choose the destination folder.
7. Searching and Updating Files 2:43
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Use the search function to find specific documents.
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Update your file structure as needed to keep it organized.
8. Organizing Your Fiduciary File 3:00
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Utilize the file section under each plan to effectively organize your fiduciary files.