How do I access my documents?
Choose the My Personal > Documents menu and you will be directed to a page that lists the business documents you are authorized to view based on your approved subscriptions.
The document list size may vary and you can control how many documents display on each page my changing the Display # field at the lower left edge of the document list.
Sort: You may sort your document list by clicking on the column headings.
Toggle: You may limit which columns display by choosing the Toggle tool and turning individual columns on or off
View: To view a specific document, you may do any of the following:
- click on the document id (column 1)
- click on the document reference (column 2)
- click on the magnifying glass icon
user_notes field
The user notes field may be changed by any person with view access to the document. It will allow you to store text of your own associated with the document. You may use this field for any purpose. Common uses include recording payment date, or check number or other notes related to the document that you wish to keep on file.
Edit the user_notes field
To edit the user notes field, click on the 'edit' icon that resembles a paper with a pencil and that is located on the right-most column of the document list.
When you edit the document, a new page will be displayed that shows you basic information about the document and provides access to the editable user_notes field.
Documents toolbar
Choose the My Personal > Documents menu and you will be directed to a page that lists the business documents you are authorized to view based on your approved subscriptions.
The toolbar above the the document list can be used to filter the document list in various ways.
Toggle: You may limit which columns display by choosing the Toggle tool and turning individual columns on or off.
Group by: You may group your documents together by a field value to make it easier to work with them.
Filter: You may filter the list of documents based on criteria provided in the pop-up filter window. You may clear the filters by opening the filter pop-up then pressing the 'clear filters' icon.
Advanced search: This utility will allow you to perform advanced queries against the list of documents. Advanced search provides more advanced filtering capabilities than the standard pop-up filters.
Search all: The input boxes on the right side of the toolbar allow you to enter keyword searches across all fields of the document.
Sort: You may sort your document list by clicking on the column headings.
How do I search, filter or sort documents?
Users can search for specific business documents using either the search and filtering tool or CloudStreet Portal’s Advanced Search capabilities. Some users of the CloudStreet Portal website will have access to many different business document types for a single organization or customer ID. Other users may be authorized to review business documents for multiple organizations or departments. The search and filtering tool may be used to locate a specific document or to list a subset of documents that fit specific search criteria.
From the My Personal > Documents page, click the 'filter' button to summon the filtering window.
From this window, you can filter the documents by division, document type, customer number and other useful fields.
The advanced search feature will allow you to build a custom query to select the specific record you wish to display. Finally the search box at the upper-right corner of the display, will allow you to perform a variety of quick keyword searches.
How do I print my documents?
Once you have selected a specific document and it is displayed on the page, simply select the iron on the upper right corner of the document and select 'print' to print the document.
How do I sort or group my documents?
You can group your documents based on any displayed field by choosing the 
button on the toolbar. When you group documents, they will be grouped by the field you select. You can collapse or expand the groups.