ACCESSING YOUR REPORTS

Upon logging into the Black Diamond Client Portal, you will need to scroll all the way down until you see the “DOCUMENTS” card. There will be two options “Folders” and “Reports”. Select “Reports”.

 

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You will then need to select the desired Portfolio. In this example, “DOE, JOHN & JANE”

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Then select the folder for “2015”

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You will then click on the document to download the PDF of you report.

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