video1.0<iframe src="https://www.loom.com/embed/0072ceb50a40433cbc330498e9412800" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/0072ceb50a40433cbc330498e9412800-ce7faa9e3ea7ea68.gif114.048This Loom explains how to submit firm documents for compliance review in the Rospi Financial portal. After logging in, viewers should go to My Firm and click Add Document, then select the document type such as checks and security, correspondence, marketing and advertisements, or a gift log. They should choose the file from their computer and click submit for review, for example by uploading a PDF. The document is stored in the assigned marketing and advertising team folder where it will show a status of in progress and can be viewed via the Documents tab.