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Note: You must have completed Step 1 before proceeding.
Some users may find it easier to follow along if they print these instructions now, prior to proceeding, and refer to the printed instructions as you go through the process of accessing your documents
Accessing your documents occurs in the following manner:
To access your documents on the Secure Save As… Document Storage and Retrieval Server, open your web browser and enter
http://www.saveasinc.com into the address bar.
Once there, click on "Customer Sign In". This will take you to
the secure document server.
At this point, please save this Login Screen as a “Favorite” in your web browser for easy future reference.
At the Login Screen, please enter your Username, and Password. They are case sensitive and should be entered in all capital letters as shown below.
(For demonstration purposes, use the username and password shown here. For regular account access use the username and password provided to you by Save As...)
Your username is: DEMO
Your password is: DEMO
After you have entered your User Name and Password, click the button labeled “Login”.
You now see a screen that shows a list of projects. Select one of the
projects and then
click the button below the project that says “Search”.
You now see a screen that has blank values in the searchable fields for this project. These fields represent the different ways to easily search for, and retrieve your
documents.
Enter your search criteria if desired and then click the button labeled “Search”.
Leaving all search fields blank will bring up all documents contained in the
project.
You now see a list of all the documents that are available in your project. The entries are commonly referred to as “index values”. Select one of the documents by
clicking on any of the index values associated with the document you want to review. Click on the Document Name, Submitting Member, or Submitted Date, associated with a particular document of interest.
This should display the document associated with the database entries for that document and allow you to review as appropriate. At the bottom of each document is the number of pages in that document and the Index values associated with that document.
To close the document to return to the main list, click the word “close” in the upper right hand corner of the document viewer.
Use the buttons on the toolbar to navigate the document, and perform any desired actions. If you move your mouse over a button, and wait a few seconds, it will describe the feature of that button. By taking a few minutes to review the buttons, you will become familiar with the operation and navigation needed to securely, and swiftly, maneuver through the documents.
Click here to connect to the server.
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