Choose the My Personal > Documents menu and you will be directed to a page that lists the business documents you are authorized to view based on your approved subscriptions.
The document list size may vary and you can control how many documents display on each page my changing the Display # field at the lower left edge of the document list.
Sort: You may sort your document list by clicking on the column headings.
Toggle: You may limit which columns display by choosing the Toggle tool and turning individual columns on or off
View: To view a specific document, you may do any of the following:
- click on the document id (column 1)
- click on the document reference (column 2)
- click on the magnifying glass icon
The user notes field may be changed by any person with view access to the document. It will allow you to store text of your own associated with the document. You may use this field for any purpose. Common uses include recording payment date, or check number or other notes related to the document that you wish to keep on file.
Edit the user_notes field
To edit the user notes field, click on the 'edit' icon that resembles a paper with a pencil and that is located on the right-most column of the document list.
When you edit the document, a new page will be displayed that shows you basic information about the document and provides access to the editable user_notes field.