Achieve Portal · Quick Start Guide

Step 1: Check Your Dashboard

When you log in, you’ll land on your Dashboard.

• Waiting on You — Items that need your input
• Your Active Requests — Work currently in progress
• Recent Documents — Latest uploaded files

Tip: If something is in “Waiting on You,” work may be paused until you respond.

Step 2: Open a Request

Requests are where all work happens.

• Click any request from the Dashboard or list
• Review description, status, messages, and documents

Everything related to your request is kept in one place.

Step 3: Add a Message or Reply

Use the Add Message area inside a request to:

• Answer questions
• Provide updates
• Ask for clarification

Keeping communication here helps avoid lost emails and keeps everyone aligned.

Step 4: Upload Documents

You can upload files directly to a request.

• Add screenshots, documents, or files
• Attach them to the correct request
• All files stay organized and easy to find

Tip: Use clear file names so everyone understands the purpose of the document.

Step 5: Find and Filter Requests

Use the tools in the Requests view:

• Search — Find requests quickly
• Product filters — View work by product
• Status filters — See where work stands

This helps you focus on exactly what matters.

Step 6: Use the Documents Page

The Documents page shows all files across your requests.

• Search documents
• Filter by product
• View or download files

Great for quickly finding previously uploaded files.

Step 7: Review Completed Work

When a request is marked Done:

• Review the results
• Add feedback if needed
• Confirm when complete

Your confirmation helps close the loop and keep work moving.

Tips for Best Results

• Keep communication inside requests
• Respond quickly to “Waiting on You” items
• Attach documents to the correct request
• Use filters to stay organized

Need Help or Have Feedback?

This is an early version of the Achieve Portal.

If anything is unclear or could be improved, your feedback is welcome.

Achieve Portal Access

Click the “Support” link at top to access your Achieve Portal

If you experience any issue with your login credentials; call, text or email John.