Actions: View Details and Download

Actions: View Details and Download#

The Table: Investor Documents table allows you to do the following for each listed document:

  • View more details about the document

  • Download the document

View Details#

This action allows you to view the document in another tab.

  1. Locate the document row in the table.

  2. Click the Action: View Details button in the actions column for that row.

    ../../../_images/view-more-details-cit-onboarding.jpg

    View Details location#

Download Document#

To download a document directly:

  1. Locate the document row in the table.

  2. Click the Download icon in the actions column for that row.

    ../../../_images/download-location.jpg

    Download Location#