video1.0<iframe src="https://www.loom.com/embed/24abbe4f7b3147c98dd8a63e8e098c77" frameborder="0" width="1910" height="1432" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14321910Loomhttps://www.loom.com14321910https://cdn.loom.com/sessions/thumbnails/24abbe4f7b3147c98dd8a63e8e098c77-73031b5eaec6c2ac.gif219.92This Loom explains improvements to the firm documents upload process in the portal. It shows where to go after logging in to My Firm and selecting Add Documents, and highlights a new “review requested by” date field to communicate review priorities such as end of week, next week, or in a month. The update also expands supported file types, adding image formats including PNG, SVG, JPEG, and phone screenshots, in addition to PDFs, Word, and Excel. Additional upload configurations are also mentioned to communicate better with Rossby Financial.