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Mission Strategies Our Team Schedule Consultation

A single, secure door to everything PWR holds for you.

One place to follow your work with PWR
Access tailored to your role
Client progress and next steps at a glance

Your information is available only to the appropriate people.

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Client Referral partner PWR partner

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PRIVATE

Only approved partner accounts can access the portal.

Partner access is available through the Partner option above.

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Overview

Keep client work moving and review what needs your attention.

Quick access

Documents

Private · PWR partners

Find a document

Organize

Filter & sort

Document statusFile typeSort bySearch scope

QUICK ACCESS

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

Power Wealth RetentionPrivate partner area

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.