Investor Documents#
Features: Investor Documents#
The Section: Investor Documents section helps you manage and access all your crucial investment-related files.
This section allows you to:
Investor Documents Homepage#
Investor Documents Table#
The Table: Investor Documents table is the primary interface for accessing investor-related files and first appears on the homepage of the Page: Investor Documents section.
Overview of the Investor Documents Table#
The Table: Investor Documents table provides a concise yet informative overview of all documents related to each investor.
Need More Information?
For more details on specific features, see the linked pages below.