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Manage documents

You can store documents on your contacts, portfolios, securities and transactions - upload documents on different levels, and categorize, rename or remove them through document management.

  1. Select the component, where you would like to add document.

  2. Open the window.

  3. Go to the tab “Documents“.

  4. Upload file(s).


Read more about the document management in the Document management section in FA Back reference.