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.
- In Advisory, click Projects in the Advisory menu bar.
- 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.
- Review or update the information, as needed.
- When done, close the project.
Contact us
Call 800-968-0600
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