Financials
Once a Financial Document is created, it is automatically published in the Portal.
If the Setting is ‘On’ for Financials, Unit Debtors will have Financials in their navigation menu.
Unit Debtors will be able to view and download financial documents in the Portal.
Financials is NOT available to Non-Unit Debtors.
Financial Document Title – Enter the document’s title.
Attachment – Click ‘Choose file’ and choose the PDF file of your form.
File Format: PDF only
Maximum File Size Allowable: 2MB
Settings for Financials
The Financials feature can be turned ‘On’ or ‘Off’ in Settings > Portal Settings
