Add Existing Document

To add an existing document to the list, follow the below steps:

1. Click on Investor Name.

2. Click on the More Information tab. There are several panels here, including the Documents panel. Click on Select Document button in the top right corner of the panel.

3. The Documents window is displayed. Type the file name in the search box. Check the checkbox against the file name. Click on Select Documents button.

4. The document will appear in the Document list view. 

To view documents of a specific folder, you can use the filter on top left corner of the panel. You can choose a folder from INV Legal, INV Reports, INV Notices, INV New Test Folders, INV Tickets, INV Trouble Tickets, INV Test, INV Due Diligence, INV KYC, and INV Subscription Forms.