Open or edit an Advisory project

You may need to open a project to review the documents, create new documents, upload documents, update information, or manage existing documents to keep your client’s information current and correct.

  1. In Advisory, click Projects in the Advisory menu bar.
  2. Do one of the following to open a project.
    • Mark the checkbox for the project in the list, and click Edit.
    • Click Edit for the project in the list.
    • Click the project's link in the list.
  3. Review or update the information, as needed.
  4. When done, close the project.

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