External or Internal user(s) unable to view documents or upload new documents

This will likely appear in the form depicted in the image below; a circle loading image but nothing will appear:

1. Log into Abrigo Sageworks
   
   
2. Navigate to the Application tab and select "View Pipeline":
   
   
   
3. Scroll down to locate the application which is experiencing the issues, or use the search bar to search for this:
   
   
   
4. Click the down arrow next to "View" and select "View Application Details":
   
   
   
5. Click the "Applicants" tab:
   
   
   
6. Scroll down and locate the user that is having the issues. 
   
1. If the user is already a Portal user but the button to the right says "Resend Registration" click this button to re-send them the verification/invitation email and request that they complete the process in the email to gain access:
   
   
   
2. If the user is an "Unlinked User" select the dropdown next to "Additional Portal Users who can view and edit" on the appropriate portal user that you wish them to collaborate with and choose the email of the user who is having trouble viewing the documents (If its OK for all unlinked users to view this, select "Select all" instead). Once you complete your selections, choose "Done"
   
   
   
7. DONE!