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The document centre enables RSM to share the documents and files needed to provide your service with you, securely, from anywhere in the world. This avoids the inherent security risks of email.
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When RSM upload a new file to one of your service folders you will receive a notification email. You can opt out of notification emails in your Account Settings.
Approving Documents
Sometimes we may ask you to approve a file in which case you will see a blue person icon next to the download icon:
After you have downloaded and reviewed the document, click on theĀ icon and then click OK to confirm that you wish to approve it.
Uploading Files
If you have permission to upload to a folder, you will see the File Upload section above the list of files.
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Once you have selected files to upload click on the UPLOAD NOW button to begin the upload. If the files are large this may take a few minutes. You will see progess are progress as the files upload:
Do not refresh the browser until the files have completed upload and are shown in the Files section.
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