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How to View an Original Statement

Steps to view an original commission statement

Rich Schaeffer avatar
Written by Rich Schaeffer
Updated over 6 months ago

🟢 Step-by-Step Instructions

1. Navigate to the Documents tab

  • From the top navigation bar, click Documents to open the list of uploaded files.

2. Hover over the right side of a row

  • Move your mouse to the far-right side of any file entry.

  • The tab opens a structured table showing all uploaded files.

  • A set of icons will appear, including options to:

    • View Original Statement

    • View Statement Data

    • Download

    • Delete

3. Click the “View Original Statement” icon (eye symbol)

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