Document Presentation

Viewing and downloading files

You can view, download, and print financial documents as often as you want , without having to request mailings or deliveries .
note
  • You must have Adobe Reader version 7.0 or higher installed to view PDF files. If you don’t have the current version or if you have difficulty opening files, you can download and install the latest version of the Reader from the Adobe Reader page of the Adobe website.
  • If new files are available in the Documents section of the navigation pane, Digita NetClient places an alert to the right of the link that contains the files. Digita NetClient also places New flags to the right of each folder that leads to the file and to the right of the new file; you can follow these flags to new files. (You can remove the flags by clicking the Remove icon at the top of the screen.)
  • Depending on how we configured Digita NetClient, you might receive notification messages when we upload files.
  1. In the Documents section of the navigation pane, click the link that contains the file you want to view.
    note
    • If you don’t see a Documents section, you don’t have access to this area.
    • Links that are named for the taxpayer contain personal documents; links that are named for companies contain business documents.
  2. Click the folder that contains the file you want to view. Depending on the folder structure, you may need to open sub-folders to access the file.
  3. Do one of the following.
    • Click the name of a file to open it.
    • To download multiple files from a folder, including any files that are in subfolders within the folder, click the Download All button at the top of the screen. Digita NetClient creates a ZIP file that you can save to your computer or to a network location.
    note
    If you cannot see files, you might need to delete your temporary internet files or cached files.
    Depending on how your computer is configured, you will either be prompted to save the file to your hard drive or the file will open automatically in the appropriate application.
  4. Print the file, or download it by choosing File > Save As and navigating to the desired folder.

This article applies to:

  • Product: digita-netclient