Accessing Your Documents Folder

Your AffluentBridge® Client Portal includes a Documents Archive where you can view or download signed proposals or agreements, digital campaign orders, or other archived documents at any time. If you have any questions about your Archived Documents, you can use the Chat on this page to contact us.

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To access your archive, log in to your portal and go to the Invoices & Documents/Resources tab of your Dashboard.

Invoices & Documents
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On the Invoices & Documents/Resources page, scroll down to the Archived Documents section and click the link to access your documents.

Invoices