View A File In AdvisorVault

From Any View Client Screen, click on the Files Tab.  Then click on the AdvisorVault Perspective.

Overview

Files stored in AdvisorVault are easy to view because they are listed with your client in the View Client With Files, AdvisorVault Perspective.

Just click on the file you want to view!

Viewing a file is as easy as double clicking on the file or right clicking and choosing the View Option.  The only other requirement is that you are on the AdvisorVault Perspective so that Advisors Assistant will know that you want to view a file in AdvisorVault

See Also

AdvisorVault Overview

AdvisorVault Setup

Single Sign On To Your Advisor Vault

AdvisorVault Web Site

Bursting Reports Into Individual PDF Files

Using AdvisorVault From Inside Advisors Assistant

Creating Individual Client Vaults From Inside Advisors Assistant

Using Selection Reports To Create Multiple Client Vaults At The Same Time

Adding A File To AdvisorVault

Uploading Burst PDF Reports To Clients' Vaults

Viewing Files Stored In AdvisorVault From Inside Advisors Assistant

Keeping Advisors Assistant and AdvisorVault Synchronized