How to Find a Single Document

Single documents can be found outside of their Document Package on the Documents tab in Portal Uploads. 

Steps

1. Using the navigation bar, click on the ‘Portal Uploads’ Page.
2. Select the ‘Documents’ tab.
3. Use the Search bar to search for the document by name.
4. Use the Last Modified filter to find the document by date. 
5. Use the Advanced Filters to find the document using its Investing Entity, Investor, or Folder.