Documents

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Click on the "Documents" tab to view past and current online documents (Figure 10). Documents are filed according to the month they are posted to your account. The current month's folder will be displayed at the top, click on this folder to access the documents filed inside. Be sure to review all the current documents each month - they may contain critical information.

 

Figure 10

 

The documents displayed inside each folder are assigned a filename, a document name, the date of upload, and will display the file size. Click on an individual document filename to open the associated document. You must have a program installed on your computer that is suitable for opening the document, or you may receive an error message.

 

Common file types include:

 

Web document - .htm (could be anything viewable in a web browser)

Open document text - .odt

Open document spreadsheet - .ods

Microsoft Word - .doc

Microsoft Publisher - .pub

Microsoft Excel - .xls

Plain text -.txt

Adobe Acrobat - .pdf

Image File - .jpg

Image File - .gif

 

If we post a document in a format that you cannot read, please notify us. If you do not have a PDF reader installed on your computer, you can download free reader software from Adobe.com.

 

The color of the document icon differs based on the category of document that has been posted to your account.

 

 

 

Gray icon - personal, confidential documents specifically for you

Blue icon - document posted to all of our clients

 

Use the "Search Documents" feature at the bottom of the Documents screen to quickly locate a document by a keyword in the document name, subject, or description (Figure 10).