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These destination paths use the grouped project navigation.
This page shows Company users and MSP staff how to find the outputs an MSP has shared on a project and download their files. Your MSP manages deliverables, uploads, sharing, and permissions.

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Before you start

  • You need access to the project.
  • Company users see only shared deliverables and shared documents. MSP staff also see internal ones, so counts can differ.

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Find an output

1

Open Deliverables

Open Projects, click the project, then click Project Plan and Deliverables.
2

Scan the list

Each deliverable in the list on the left shows a status (Planned, In Progress, Review, or Complete) and a due date when one is set. MSP staff also see an Internal badge on deliverables that are hidden from clients. Use Search to find one by title, description, or linked phase or ticket.
3

Open the deliverable

Click a deliverable to read its description and find its Documents on the right.
The order of the list is set by your MSP. A due date is context, not a sort order. A Complete status is the MSP’s record. It is not a measure of hours, uploaded files, or formal approval.

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Download a document

1

Find the document

Open the deliverable and look under Documents for the file name.
2

Click Download

Click Download on the file. The portal asks for access to that file and opens it. Depending on the file and your browser, it downloads or opens in a new tab.
3

Check the result

Check your downloads or the new tab. If a link has expired, go back to the deliverable and click Download again.
New uploads use temporary download links that expire after about five minutes. Do not save one as a permanent link. Share the project location with other authorized people instead. Downloading a file does not approve it, mark the deliverable Complete, or tell the MSP you read it.

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Troubleshooting

For a formal response, use a request assigned to you in Decisions or Action Items. For support, start with the Home AI Assistant.

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Frequently asked questions

No. It is the deliverable’s recorded status. A formal request for your answer shows up in Decisions or Action Items.
You see only shared deliverables and shared documents on projects you can access. Each deliverable and each document has its own visibility setting.
No. The MSP manages documents. Contact them if you need to send a replacement.
No. Download has no read receipt. Reply through the agreed process.