Hi and welcome. This is a quick video tutorial on how to log into the Modera client hub and upload and download documents first to access the hub, go to the Modera website, www.moderawealth.com and find the client resources tab on the upper right hand corner. In the client hub area on the page and click login here. You can enter your username and your password. If you’ve forgotten your login information, you can always recover it here. And an email will be sent to you to reset it once logged in, to upload a document from the computer that you want to share with your Modera team, simply go to the documents and vault area.
Find the actions tab and select post document click on select or drop files here. Find the document on your computer that you’d like to share and hit open. You can enter a description if you’d like and hit post, and the document should appear in the hub. Once it is uploaded, your Modera team will receive a notice that a document has been posted and we will follow up with you as needed next. Here’s how to view and or download a document that Modera has posted for you. For example, your quarterly reports or an account application that we might need you to sign and return to us from the doc document and both areas. Find the document that you’d like to view and click on the box next to it. From here, you have two options. You can go to the actions tab to download the document, or you can find the arrow to the right of the document and download it from there where you can view it and print it.
If needed one important note as a best practice, please do not select the document from the title link for opening and downloading. This will download a blank page that will not show any information that we may have pre-filled on your behalf. So, it’s always a best practice to either download the document by going to the actions tab or the arrow button to the right of the document. We hope you found this quick tutorial on uploading and downloading documents on the Modera client hub useful. If you have any questions on these tasks, please do not hesitate to contact us. Thank you.