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 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.