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What the Actions icons in my eDocuments do?

Your eDocs (My eDocuments) page has up to five icons listed in the last column on the right-hand side called Actions. Please see brief description of their function below:

Eye (eDoc Info) icon – clicking on it will bring a pop-up window with basic information about a document, such as file name, type (i.e., PDF, Word), its size, uploader's name, date of uploading and whether this document is attached to any datasets, for example a specific section of last year's Portfolio.

Pencil (Edit Title) icon – if you click on this icon, you will be able to edit the document name, to be followed by clicking Save.

Paperclip (Attach to current portfolio) icon – once clicked, it will bring the Assign to Portfolio pop-up window, through which you will be able to upload a document to a specific dataset, meaning chosen section of your current Portfolio. Apart from the file destination, you can also state an expiry date as well as a brief description in the Content box. Once done entering the details, click Save.

If you cannot see the paperclip icons in your eDocs (My eDocuments) folder, then it means that you have not started a new Appraisal/Portfolio yet. You can do so by clicking on the '+ New Appraisal' button on your Dashboard.

Cloud/arrow (Download) icon – depending on file type and how your web browser is set up, clicking on this icon will either open a document or download it to your device.

Trashcan (Destroy) icon – as the name suggests, this icon is for deleting any unwanted document from your eDocs folder.

Prior to deleting a file or files from My eDocuments, you will be prompted for further confirmation ("Are you sure you want to destroy this eDoc?"). If you would like to retrieve documents which you have mistakenly deleted from your eDocs folder, please contact us via chat or email at support@sardjv.co.uk.

Updated on: 15/08/2025

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