Using the Document Centre

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.

Accessing the Document Centre

To access the Document Centre select Document Centre from the Utilities menu.

Any services that you have access to will appear in the list at the top of the screen:

Folders

Documents that you upload or that have been shared with you are arranged in folders. The folder structure will depend on the service. Most often there will be a set of folders for each year, with sub-folders for the time periods appropriate to your service.

The folders are arranged in a tree structure which you can expand and contract to show and hide the sub-folders. Selecting a folder will list the files in the folder on the right.

Files

Details of a file are shown as in the example above. If you have not downloaded a file the border on the left will be blue.

Click on  to download the file. If you would like to send a message to your RSM contacts about this file click on . For more information on sending messages see Using the Message Centre.

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 the 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.

To upload files either click on the SELECT FILES button and select the files from the file browser, or drag and drop files into the file upload area. You can optionally enter a description of the file/files.

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 progress as the files upload:

Do not refresh the browser until the files have completed upload and are shown in the Files section.

You can upload files with the following types: .csv, .doc, .docx, .gif, .jpg, .png, .pdf, .txt, .wrf, .xls, .xlsx, .xlsm, .xltm, .xml and .zip.