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Every file a client sends, and every file your firm adds, sits in the client’s Documents tab. Advisor reads each file in the background, works out what kind of document it is, and pulls out the values that matter. You check those values against the page before anything is used.

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Adding documents

Documents reach a client in three ways:
  • The client uploads files for a document item on their checklist.
  • The client uploads from Documents in their portal, or attaches a file to a message.
  • Someone in your firm uploads on the client’s Documents tab.
To upload for a client:
1

Open the client

Go to Clients, open the client and choose the Documents tab.
2

Add the files

Drop files on the upload area, or select Upload and choose them. You can add several at once.
3

Wait for the read

Each file shows Reading while Advisor works on it. This is usually done in under a minute.
Files your firm uploads stay with your firm. The client only sees files their own people uploaded.

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File types and size

  • Advisor checks what a file really is from its contents, not its name.
  • A CSV must be saved as UTF-8 text. If it is refused, save it as CSV UTF-8 and upload it again.
  • A file that would be refused is stopped before it uploads, with the reason shown.
  • Uploading the exact same file twice for a client keeps the first copy.

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The Documents tab

Show documents as a Table or a Gallery. Use the search box to find a file by name or type. Filter by where each document stands: The table shows who sent each file and when, what it was read as, how many values were found and how many need a closer look. Open a document’s menu to Open, Download or Delete it. Deleting removes the file and its pages. Values you already accepted from it stay on the client.

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Statuses

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The document viewer

Open a document to see its pages on the left and two panels on the right: Values and Comments.
  • Zoom in and out, and move between pages.
  • Pages with a value that is hard to read are marked.
  • Download saves the original file.
  • The … menu has Upload a new copy, Send back to the client, and Keep as a file only.

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Checking values

The Values panel shows what Advisor read, grouped into sections. The line at the top says what the document was Read as and how many values are approved.
1

Start with the flagged values

Values that were hard to read, or left blank, sit under Check these first. Hover over any value to see where it sits on the page.
2

Approve or change each value

Select the tick to approve a value as read. Select the pencil to correct it, then Save and approve. Undo takes an approval back.
3

Approve the rest

Once the flagged values are done, select Approve all or Approve all remaining.
Before you approve, When you approve lists what will change:
  • A statement’s account gets its balance on the client’s Money tab.
  • Client details, such as employer or date of birth, are added to the client. See Facts.
  • Other values are kept with the document.
After approval the panel shows What changed, the values You changed next to what was read, and anything Not in this document. Select Add value to fill in a missing one. Reopen review takes the whole document back to checking. If the type is wrong, select Change beside Read as and choose another. The file is read again and the old values are replaced.

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When Advisor can’t read a document

A document that Couldn’t read says why, for example a password-protected PDF or a blurry photo. You can:
  • Ask the client for another copy. This sends it back on the checklist item with a note.
  • Upload a new copy yourself. It replaces the file and is read again.
  • Keep it as a file only, with nothing read from it.

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When Advisor can’t tell the type

A document marked Choose a type waits for you. Under Read it as, pick a type and select Read again. Or choose Keep as a file only. If none of the types fit, an admin can select Make a new document type from this. Advisor suggests a name and the values it can see. See Document types.

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Sending a document back

Use Send back to the client when a file isn’t what you asked for. This is available for files sent for a checklist item. Choose a reason (Wrong document, Pages missing, Hard to read, Out of date or Other) and write a note. The client gets an email and sees your note on the checklist item.

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Comments and highlights

You can comment on any part of a page.
1

Highlight the part

Drag across part of a page to highlight it.
2

Write your comment

Type your question and post it. Values Advisor read inside the highlight are quoted for you.
  • Comments post to the client’s messages as well.
  • The Comments panel lists each thread with its replies.
  • The client sees your highlights and comments on their copy of the document and can reply.
  • Select a pin on the page to open its thread.