Find an output
1
Show All
When deliverables exist, select All to see every deliverable available to your account. Select Planned, In Progress, Review, or Complete to filter by status. Select the active filter again, or All, to clear it.
2
Read the status
Rows show Planned, In Progress, In Review, or Complete. The Review filter finds In Review rows. On wider screens, a row may also show a due date, phase or ticket reference, and document count.
3
Expand the deliverable
Select the row or its expand arrow to read the description and Documents. On smaller screens, row dates, references, and counts may be hidden; use a wider display when you need that metadata.
Download a document
1
Find Documents
Expand the deliverable and locate the file by name. Upload date, size, and uploader may appear beneath it when available.
2
Select Download
Use the file’s Download control. The portal requests access to that file and opens the result. Depending on the file and browser, it may download or open in another tab.
3
Check the result
Check your browser’s downloads or newly opened tab. If an old download link has expired, return to the deliverable and select Download again. Share the project location with other authorized users rather than treating a temporary download address as a permanent document link.
If you cannot find or open a file
For a formal response, use a separate assigned request in Decisions or Action Items. For support, start with the Home AI Assistant.
FAQs
Does Complete mean I approved the deliverable?
Does Complete mean I approved the deliverable?
No. It is the deliverable’s recorded status. A formal request for your response appears separately in Decisions or Action Items when assigned to you.
Why can my MSP see more deliverables or documents than I can?
Why can my MSP see more deliverables or documents than I can?
Your view includes shared content on accessible projects. Deliverables and their individual documents have separate visibility settings.
Why does the progress bar stay the same when I filter?
Why does the progress bar stay the same when I filter?
It uses all deliverables available to your account, while the filter only narrows the rows shown below it.
Can I upload or replace a handover document?
Can I upload or replace a handover document?
The MSP manages documents in Deliverables. Contact the MSP if you need to provide a replacement or correct an output.
Does downloading a file notify the MSP that I read it?
Does downloading a file notify the MSP that I read it?
The download control does not provide a read receipt or complete a review request. Send a response through the agreed workflow.
Can I reuse a saved download URL indefinitely?
Can I reuse a saved download URL indefinitely?
Do not rely on it. New uploads use temporary links. Return to the project’s Documents section and select Download for a fresh link.