How to update your documents requiring action
If you have document actions outstanding on your client portal(s), please follow the instructions below to update.
Updating your documents requiring action
- Select the relevant client company under "My Client Portals":
Please note: If you cannot see the company listed you may have logged in with the wrong email/mobile. You need to log in with the alternate email/mobile you previously used to register your account.
- Under 'Action Required', select "Update" against the document that you would like to update:
- Fill in the fields as required and select "Save" to submit the document:
✅ The document will now await assessment from an administrator.