Managed By Asset

How do I view documents of Monthly Reporting?

How do I view documents of Monthly Reporting?

1.
Login to your account using the username and password provided.
 
2.
Hover over Asset Management Centre and Click on Monthly Reporting tab.
 
3.
Go to Manage By field and Select Manage By Asset from List.
4.
Select the Client for which you want to view document and Click on View icon. It will open new window.
5.
Click the asset from the grid and Click on view icon. It will open new window.
6.
Go to Document section and Click on Name of the Document. It will open that document into new window.

 

Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.