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Manage financial documents and folders within the system. Supports organizing, uploading, maintaining, and relocating files and folders for centralized document storage.

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Create a Folder or Document

1

Navigate to Document

A D Navigate
2

Select Add

A D Add F D
3

Select Folder or Document

A D Add C
4

Fill in the required information

Select Save to complete or Cancel to exit without saving changes. 

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Move Folders or Documents

1

Select items to be moved

A D Select C
2

Select Move To

A D Move
3

Select a destination

A D Move C
Select Move here to complete or Cancel to exit without saving changes. 

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Actions

A D Action
  • Edit: Update the selected folder or document information.
  • Delete: Permanently remove the selected folder or document from the system.
  • Download: Download the selected document in XLSX format. This action is not available for folders.