General service terms and client information are available under Terms & Legal. Documents issued specifically to you, including your completed Schedule, Acceptance Confirmation and signed documents, are provided through your restricted client folder.
Open your client folder
- Open the personal folder link sent to you by FPB.
- Sign in to the Google account associated with the email address FPB approved for access.
- Open a document and use its download option to save a copy.
You can also find folders shared with your approved account in Google Drive’s “Shared with me” section.
Open Shared with me →Opens Google Drive in a new tab. If you use several Google accounts, select the account FPB approved.
Access is approved individually
Each client has a separate folder. Having a link does not grant access: FPB must approve your account. Documents for your assignment are added to your folder when ready for issue.
Client access is normally view and download only. If a document needs signing, follow the instructions supplied with that document.
Need help?
If Google displays “You need access”, check that you are signed in to the approved account. If the message remains, contact FPB using your usual client correspondence and tell us which document you need.
Contact FPB →Keep your folder link and downloaded documents private. Removing access prevents future access through Drive; copies already downloaded remain with the recipient.