The Document Center is a secure location, within the Berkshire Client Portal, to exchange documents with your Berkshire consultant or Product Support.
Managing Uploads
From the main Document Center page, users can upload new files to send, view existing files which have been sent or received, and finally, download files that have been sent by a Berkshire representative. Files that you have sent Berkshire, will appear shaded in blue, and files sent to you, from Berkshire, will appear in white.
Uploading Files
After selecting the
Upload New Files[Upload] link, the file uploader window will appear. In this window, users are required to add a
Subject Line and select their
consultant from the ConsultantRecipient(s), from the drop-down.
If needed, users mayUsers also
need to add a note which will accompany the uploaded file. After all required fields have been added, users will upload the files through the
SelectFile Files(s)Attachments actionsection and then select
the Upload[Upload To Document Center]. action. After the file(s) are uploaded, the Berkshire representative selected in the
ConsultantRecipient(s) drop-down will be notified via email that the files are available.
Quick Tip: When uploading a file, please confirm the file is not password protected.
View and Download Files
If your Berkshire representative has sent you files to download, you may select each one from the main Document Center page. After locating the needed file, select the file checkbox on the left and use the
Download option at the top to retrieve the file.