Open an Investor and select the Scanned Documents tab.

Note: Any Document Types specified as required in the Admin menu. Click here for instructions on setting up document types.

Select the Document Type and click Edit to add a document to the required document type

OR

Click Add to add a non-required scanned document.

To clear the document from the required document type, click Delete Document.

To remove a non-required document type, select the non-required document type and click Delete.

For instructions on adding Investor Contacts, click here.

Introduced in version 2017.2.1.3769 released on 7/2/2017