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Downloading Accepted Documents

How to download Accepted Documents from the Customer Portal

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Written by Ashok P
Updated over a month ago

You can download accepted documents from the Customer Portal and store them in your SI project folder.

1/ In the Project Explorer, select the project for which you want to download documents and check out the project.

check out.jpg

2/ On the Files tab at the bottom of the interface, click the Add Accepted Documents button.

add accepted documents.jpg

3/ The documents will be downloaded from the Customer Portal. You will need to click the Refresh button to view them in the list of files.

4/ A new file category named "Accepted Documents" will be created the first time you do this, and the document(s) will be displayed in the list.

accepted documents.jpg
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