Follow the welcome email link you have been provided with and either sign in using one of the third party companies referred to (i.e. your Google, Yahoo, Microsoft or Facebook account) or sign up for a new account by following the email link. If you have any difficulties logging in, please contact your adviser directly.
To upload your documents, click on the relevant document which shows as pending, find the document through “Select File” or the “Click to Upload” icon in the box and select the relevant document which you wish to upload or simply drag and drop the document. If correct, press the “Upload…” field.
To upload multiple documents, select the document field, press Select File, select document and press upload. This document will then be seen on the left-hand side along with already uploaded document.
Please note – you can only upload documents which have been requested on the portal. Any further documents will need to be requested via your adviser.
To preview a document, press the magnifying glass in the document field. To return to the case, press the cross in the top right-hand side of the document.
Any documents which your adviser has sent to you will be shown in the documents under your application. You can preview the documents using the magnifying glass or download them.
To download your documents, press the down arrow in the right-hand side of the document field. This will then download the document for you in the bottom left-hand corner of your screen.
You can send a message to your adviser via the “Chat” icon on the left-hand side. These messages will be sent to your adviser and any colleagues linked to your case. When your adviser responds, the unread messages will appear in the notification bell alert in red at the top of your screen - you can access the message through clicking on this icon or the "Chat" icon.
You can reply to the message in the “Type Something” box at the bottom of the screen and then press “Send”.
You can return to your case documents via the "My Applications" button.
Press the "My Applications" icon on left-hand side.
If your document is password-protected, you will need to let your adviser know what the password is. You can do this via the "Chat" function on the left-hand side.
To delete a document, press on the cross in the top right-hand corner of the document field.
