Attaching Documents in the Document Storage Area

You can add documents in the “Files” tab.

1. Click “Files”

2. Select “Upload”

3. Consider the relationships carefully. Relationship details are recorded below, you can click drop down to choose for category (ie, kind of documents, sub type, and dates).

Click here to know more about:

Document sub-type for Legal Document

Document sub-type for Regulator Notice

Document Sub-Type for Financial Report

Document Sub-Type for Reference Document

Document Time Frame/Period

For Retrieving document click here