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Use this page to find and read documents your MSP has shared with you. It is for company users and MSP staff. The Documents tab can hold pages and uploaded files made in the portal, plus documents shared from Hudu or IT Glue. Portal documents do not need either integration.

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Before you start

  • You need Documentation read access.
  • Your MSP decides which documents you can open. A direct link does not give access to a restricted document.

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Find a document

1

Open Documents

Open Documentation > Documents. If you can reach more than one company, check the company selector first.
2

Choose a folder

Click a folder in the folder list to narrow the results. All Documents clears the folder. Unfiled Documents shows documents with no folder.
3

Search by name

Type in the Name column filter. Check the other column filters if an expected document is missing. The table shows 50 documents per page. Changing the company resets the folder and filters.
4

Open the document

Click its name. The Source and Type columns tell a provider document from a portal Page or File. A paperclip means it has attachments. For an uploaded file, click Preview in the row for a quick look.

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Read and navigate

The document page shows its title and, when available, its company, folder, and last update. Long articles show a table of contents (On this page) on large screens. Click a heading to jump to it, and use the page’s back control to return to Documents. An uploaded file shows on its document page. PDF, Word, CSV, and Excel files are supported. The page can show only part of a large workbook or dataset, so click Download in the page header for the complete file with its original formatting.

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Open or download attachments

1

Find Attachments

On a large screen, look for Attachments beside the article. On a small screen, scroll below the content.
2

Open or download

Click an attachment’s name to open it. Use its download control to save it.
If a file has no preview, use its download option when it is available and you have access. IT Glue files open in IT Glue. MSPortal cannot preview or download them, because IT Glue only gives files to signed-in IT Glue users. A document that is only an IT Glue file shows Open in IT Glue in place of its content, and its attachments open IT Glue in a new tab. You need your own IT Glue sign-in.

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Export a document to PDF

When your MSP allows it, a page your MSP wrote in the portal shows Export PDF. Click it to download the page as a PDF with your company’s name and logo, the page’s effective date and revision, and page numbers. Policies your MSP writes once for all its clients are filled in with your company’s details, on screen and in the PDF. For an article synced from Hudu or IT Glue:
1

Click Export PDF

If your MSP turned export on, the article header shows Export PDF. Click it to open a print view.
2

Print to PDF

Choose your browser’s PDF destination or a printer. If nothing opens, allow pop-ups for your portal.
The export uses the article’s text. No article content to export means the article has no text body. For an article that is mainly an attached file, download the original file instead.

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Troubleshooting

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Frequently asked questions

No. Your MSP can create pages and upload files in the portal. Providers add records shared from those systems.
No. Ask your MSP to add or correct content.
Below the article content. On large screens they sit in the side panel.