Navigating Investment Products

Viewing and Managing Investment Details

1. Click on an individual investment product to open its details.
2. The details page includes:
   • Performance metrics
   • Investment history
   • Associated documents
3. Use available action buttons to modify settings or export data.

Accessing Investment Documents

1. In the Investment Products section, click on the Documents Icon in the top menu.
2. A list of available documents will be displayed.
3. Click on a document to view or download it.

Uploading a New Document

1. Navigate to the Documents section.
2. Click the Upload button.
3. Select a file from your computer and confirm the upload.
4. The document will now be available for reference.
5. Select the vertical ellipsis to:
   • Assign products.
   • Add Watermarks.
   • Change the cover image.
   • Move to a folder.
   • Rename it.
   • Download.
   • Archive.
6. You can now access your new document.