Documents List Tab

The Tab: Documents List tab provides a quick overview of all documents associated with a chosen Item: Investor.

Location: Documents Tab

Account, Investors, Investor Information, Documents Tab

Columns: Documents List Table

The Table: Documents table will have the following columns:

• Column: Book Number: A unique identifier associated with a specific investment certificate or holding record, used for tracking and reference.

• Column: Document Type: The type of document, such as a certificate, letter, or other document.

• Column: Shares: The number of stock units associated with the investment, representing ownership in the issuing company.

• Column: Issued Date: The date the shares or investment certificate were issued, marking the official start of the holding.

• Column: Canceled Date: The date the holding or certificate was canceled or invalidated, often due to redemption, conversion, or transfer.

Account, Investors, Investor Information, Documents Tab, Columns Explained

Search for Documents

1. Place cursor in search field.

   

   Account, Investors, Investor Information, Documents Tab, Search Location

2. Start typing the name of the Item: File Name you want to search for.

   

   Account, Investors, Investor Information, Documents Tab, Search Results

Other Actions

The Column: Action column for the Table: Documents table is the furthest Column: Column to the right:

Account, Investors, Investor Information, Documents Tab, Action Column Location

Available Actions

The Column: Action column allows you to perform the following actions:

• View Document Details - Opens the document in a browser window.

• Download Document - Downloads document to the Item: User’s default downloads folder.