Uploading, organising, requesting, and sharing documents with clients Learn more about Document Storage
6 articles
The Documents Page
Browse, search, and manage documents across all clients from the central documents page with filters
Updated 21 March 2026
Uploading Documents
Upload files to Fortium with metadata including document section, category, and tax period assignment
Records Requests
Ask a client for the records you need through their portal, chase what is outstanding, and review what comes back
Updated 8 October 2026
Signing Requests
Send documents for digital signature, track signing status, and download completed signed copies
Smart Upload
Upload documents and let AI automatically classify, name, and file them to the correct client and section
Document Requests
Request specific documents from clients via the portal, track upload progress, and review submissions