Adviser Docs is your secure, central hub for storing and managing important practice documents — all within AdviserLogic. Whether you need quick access to procedural guidelines, FSGs, client forms, or internal reports, Adviser Docs helps keep everything organised and easily accessible.

Storing your resources in Adviser Docs not only supports compliance but also streamlines your team’s workflow — ensuring critical documents are always on hand when you need them.

In this guide, you’ll learn how to add, manage, and access documents in Adviser Docs, so your practice can work smarter and stay organised every step of the way.
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To access the Adviser Docs feature, navigate to the left menu panel in your AdviserLogic interface.

Simply hover over the menu to expand it, then select Adviser Docs from the available options to get started.
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The Adviser Docs interface will open, operating similarly to the Client Document Vault. The key difference is that documents uploaded here are not linked to specific client records.

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Select Upload from the top right of the screen to upload a document to Adviser Docs.
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The Document Upload window will open, allowing you to upload files.
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Drag and drop files or browse your device to upload them by selecting Browse from the Document Upload interface.
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You can upload individual or multiple files, showing in a list where you can manage them.
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This includes options to edit or delete the documents by selecting the 🗑️Rubbish Bin icon on the right of each line item.
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Before saving your uploaded documents, it’s recommended to customise the available fields. This helps you organise and manage your documents more efficiently, making them easier to locate when needed.

Customise the Name field of the document by typing directly into this field. This name is how the document will be displayed in the Adviser Docs main screen.
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Set the Year related to the document by selecting the appropriate year from the dropdown menu. This helps organise documents chronologically and makes it easier to locate specific files using the Year Search in the main window when needed.
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The Visibility field controls who can view the document. Select Visibility to choose from the two available options in the drop-down menu:

On the right side of each field — Category, Subcategory, Year, and Visibility — you’ll see the Copy to All icon. This feature allows you to quickly apply the same settings to all uploaded documents in one action, saving time and ensuring consistency.
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To remove any unwanted files, select the 🗑️Rubbish Bin icon at the end of the line item.
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You will be prompted to confirm this decision. Select Yes to proceed.
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Once you have modified all the required fields, select Save.
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Once you have saved your uploaded files they will show in the Adviser Docs main window.
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The Adviser Docs window offers several functions to assist in navigating and managing the uploaded files.
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The first column in Adviser Docs displays your list of document categories. These are created by following the Document Categories Instructions, helping you keep documents organised and easy to access.

To sort files by category, simply select a category heading. This filters the list view to show only the files assigned to that category, making it quicker to locate and manage your documents.

​The Category can be further filtered by selecting a relevant Sub-Category, allowing for more precise organisation and easier document management.
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​Additionally, you can filter by Unassigned to quickly identify files without a category, making it easy to assign them to the appropriate category.
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Use the Search field to enter a keyword related to any file attribute. This helps you quickly locate a specific file or group of files within the list.

Use the upload button to upload documents.

The final column of the Adviser Docs window contains a list of previous and current years that you can use to filter the files.
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This allows you to quickly narrow down documents based on the year they were created or last modified, making it easier to manage and locate specific files.
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The List View is the main area of Adviser Docs, displaying the results of your selected filters. Presented as a table with multiple columns, the List View allows you to sort files easily by selecting the column headers.

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These headers correspond to the fields completed when uploading the document, allowing you to organise and locate documents.
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The Title column displays the name of the document, which can either be the original file name or the name entered in the Name field during upload or editing.
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You can sort this column alphabetically by selecting the header.
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The Upload Date column reflects the date the document was uploaded, regardless of the Year assigned. This column can be sorted in chronological order by selecting the header.

The Uploaded By column logs the users who have added files to Adviser Docs.

The Year column displays the year assigned to the document, this corresponds to the Year field selected during upload or editing, not the upload date.
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If no year is assigned during upload, the current year will be used by default.

The File Type column allows you to sort files by type, which is particularly useful when you need to locate all file types such as Documents, Spreadsheets, or Images.
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The File Size column displays the size of each file, which can be useful for managing storage space or identifying larger files. You can sort this column by selecting the header
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The Visibility column provides an at-a-glance snapshot of which files are visible to your colleagues, and which are not. This field corresponds to the Visibility setting selected during file upload or editing.
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The Description column reflects the description added to the file when editing the document Notes and is helpful to quickly identify or understand the context of a document.
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At the end of each file’s line item, you’ll see three vertical dots (⋮). Select this menu to access additional options — Preview and Download. You can preview the document in a new window or download it directly to your local drive.
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Select the document line item from the main window to edit any related fields or add notes for easy reference and record-keeping.
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A Document Detail pop-up window will open, displaying fields corresponding to the List View Columns on the Main Screen and the fields available during document upload.
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The File field displays the document’s name but is not editable. This reference-only field helps you easily identify the document.
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The Title field sets the document’s name and determines how it will appear in the main window for easy identification.
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Set the Year the document relates to by selecting the appropriate option from the dropdown menu. This helps organise documents chronologically and makes it easier to locate specific files using the Year Search in the main window.
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The Location of Original is an additional field visible only in the Edit Document window. This helpful field records where the original physical document is stored within your practice, making it easier to locate if needed.
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Customise the Document Category by selecting a previously created category from the drop-down menu. To create a new category, follow the Document Category Creation Instructions or select <Add New> from the bottom of the drop-down and follow the prompts.

Similarly, you can add a subcategory for the document by clicking on Sub-Category and selecting it from the drop-down, but only if one has been created in the Category creation stage, and only where the category has been created in the Tools > Practice Management > Category > Documents - Subcategory section

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The Visibility field controls who can access the document. Select from two options in the drop-down menu:

Use this setting to manage access based on your team’s needs.

The Notes section in the Document Details window allows you to add brief comments or context related to the document.

These notes appear as the Description on the main screen, helping you quickly identify and understand the document’s purpose.
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To download a copy of the document, use the Download button at the bottom right of the Document Detail window.
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​The Document will download to your local drive 📥.

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Once you've made the necessary changes, select Save and Close from the bottom right of the Document Detail window to apply them. The window will close, and your changes will be visible in the main window.
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To Delete a document, select the line item from the list view, then choose Delete from the bottom left of the Document Detail window.
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You will be prompted to confirm your decision, select Yes to confirm the deletion.
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