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PWR ConnectPOWER WEALTH RETENTION

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Action Center

Keep client work moving and review what needs your attention.

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Documents

IllustrationsPrivate · PWR partners

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Folders

Every document.
Every version. In order.

The library is being prepared. Uploads will open after the existing document register has been imported and checked.

All documents

		Type	Size	Version	Download

Your library starts here

Upload a document to start its publication record and version history.

Version history

Select to see details · Double-click to open

PWR Connect · Power Wealth RetentionYour PWR workspace

YOUR WORKSPACE, WITH YOU

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Open your workspace from an icon on your phone or computer. Your clients, workflows and documents stay in the same place.

You can also keep using PWR Connect in this browser.

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Computer

Chrome or Edge: use the install icon in the address bar, or look for the app installation option in the browser menu.

Safari on Mac: choose File → Add to Dock when available.

iPhone or iPad

Open this page in Safari, tap Share, then Add to Home Screen. If shown, turn on Open as Web App, then tap Add.

Android

Open this page in Chrome. In the browser menu, choose Install app or Add to Home screen.

An internet connection is required. Your usual sign-in still applies.

Upload document

Document title Folder Revision type File

All file types. Up to 100 MB per file. The library assigns the publication number, version, and download filename. Text inside the document stays unchanged.

New folder

Keep related documents together.

Folder nameInside

Move to folder

Destination

The publication number, file versions, and approval status stay the same.

Remove document

This moves the document to Removed documents. Its files and history are kept, and its publication number will not be reused. You can restore it later.

Approve and issue

I reviewed this exact draft, approve it for partner use, and confirm the contents show the intended issued version and date.

This records your approval and retains the previous issue in version history. The file contents are preserved.

Edit document details

TitleDescription

This updates the library listing and download name. The publication number and text inside saved files stay the same.

Document preview

Download

Organize documents

Destination

Review uploads

Review the titles, destination, and any matching documents before uploading. New files are saved as drafts.

Folder

Move folder

Destination

Subfolders and files move together. Document numbers, versions, and access stay the same.