The video includes:
- Tagging documents with dates, types and sub-types.
- Searching for a document with text or date filters.
- Naming documents
- Document Metadata
Note: The system allows up to 100MB for upload limit
Related Guide: Understanding Document Types & Document Timeframes
You can add documents in the client's "Files" tab.
1. Click "Files"
2. Select "Upload"
3. Consider the details carefully, you can click drop down to choose from category (ie, kind of documents, sub type, and dates).
Note: The system allows up to 100MB for upload limit
Check this guide to learn more about "Period"
FAQ:
Q; Can I bulk download any documents?
A: Sure, but you need to reach us out, we will import this via back end.
Related Articles:
Document sub-type for Legal Document
Document sub-type for Regulator Notice
Document Sub-Type for Financial Report
Document Sub-Type for Reference Document
For Retrieving documents, click here