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15 October 2016

Troubleshooting Tips for the Secure Site

To view documents that Overells have uploaded for you:

  • on the home page click on 'documents' in the middle of the page or on the top menu bar
  • select desired folder or financial year from right side of screen by clicking the relevant folder icon
  • note: All new files from us will be visible in the 'unread files' folder as well as the relevant folder.
  • open document by double clicking on file name in centre box of screen

To view documents you have previously uploaded:

  • on the home page click on 'documents' in the middle of the page or on the top menu bar
  • select desired folder or financial year from right side of screen by clicking the relevant folder icon.
  • open documents by double clicking on file name in centre of screen

To change your personal details:

  • click 'update client details' on menu bar at top of screen
  • enter changed or updated details as required, then click 'send updated details now'
  • an automatic email will be sent to Overells notifying us that your details have changed

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This Newsletter, of necessity, has dealt with matters of a technical nature in general terms only. Clients should contact us for detailed information on any of the items in the Newsletter. No responsibility for loss occasioned to any person acting or refraining from acting in reliance upon any material in this Newsletter can be accepted by any member or employee of the firm.

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