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  • Click on desired document Click on to open it. Then, click on the cloud symbol in the upper top right -hand corner of your screen , this will allow you to download, save and/, or print.

Document will provide information you can find under Company Information.

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Process / Helpful Hint

Company Information

  • Click Settings tab

  • Click Company Information

  • Click Add A New Company

  • Enter as much client information as you would like to provide

Company Information

Note: Data entered in this section is for informational use by the site administrator. The data can be used in reports to identify client industry, location and account management purposes. Data is not displayed outside of this page.

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Contact Information

Note: Data entered in this section is for informational use by site administrator.  Contact information is usually for owner of the site. Can be used for support or account management purposes. Data is not displayed outside of this page.

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Additional Information

Note:  Data entered in this section is for informational use by the site administrator. the information entered here is specific to the client. Data is not displayed outside of this page.

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