Summary
Once your firm receives your requested items, they can begin work on your project or services. As they become available, there are certain documents they provide back to you known as a "Deliverable". Once these Deliverables are prepared, your firm will send these to you via email and you may view and download these documents from within your Aiwyn Client Portal. This process is quick and easy to do, and the steps to do so are outlined in this article.
Included in this article
Review Deliverable email
Upon completion of a given Deliverable, your firm will send this to you and you receive the request to review them through an email.
Example email informing you a Deliverable is ready for you to view.
Simply click the large View Deliverable button from the body of the email where you're brought directly to the Aiwyn Client Portal. Once signed into the portal the Deliverable(s) are visible and may be downloaded for your records.
View Deliverable in portal
Once in the portal, you're brought directly to the Deliverable where you can view and download the file(s).