View myDocs in ARM

Documents can be viewed from the myDocs panel in ARM.

To view the panel select the ‘DOCUMENTS’ icon in the CLIENT panel.

All documents added to a client file are then visible in the myDocs panel.

	Download a document to view but not check out.
	Edit the document details.
	Select to check a document out. This status means the document is checked in.
	Select to check a document in. This status means the document is checked out.
	Pin a document to the top of the list. Documents are listed in creation order. The icon turns green when the document is pinned.
	Archive a document. Documents can be unarchived by selecting the filter and changing the status to ‘Archived’ or ‘Existing + archived’ and selecting the ‘Unarchive’ button.

To filter documents, select the ‘Filter’ icon. Documents can be filtered via the following:

• Start date
• End date
• Contact
• Creator
• Category
• Type
• Archived status
• Ref #