It is possible to upload documents such as disclosure documents, acceptance letters and others.
1. Click on your profile
2. Click Company Profile
3. Select Documents
4. In the Documents section click Insert
5. Choose a file you want to upload, add Title, Description, you can also add date and date till your file is valid, choose type of your file, then click Save.
Your document will be displayed in Company Profile under the Documents section.
Continue your fund reporting workflow
Use this guidance as part of a controlled fund factsheet data import and validation workflow. Continue with Update or import fund data and Fund factsheet production software.