Skip to main content- How to upload a document?Findex gives you a central place to store and manage all the files related to your investments. Whether it's a property deed, stock certificate, loan agreement, or tax document, you can upload it directly to your Documents section and keep everything organized in one place.
- How to create a custom folder?Findex automatically generates system folders for your assets and companies, but sometimes you need your own folders to organize documents your way. Custom folders let you build a personal filing structure inside the **Documents** section so everything is exactly where you expect it.
- What is a Findex system folder?When you add assets, liabilities, or companies to your Findex portfolio, the platform automatically creates dedicated folders to store related documents. These are called "system folders", and they help you keep files neatly tied to the right investment without any manual setup.
- Document Organization Best PracticesA well-organized document library saves you time and makes it easy to find what you need, whether you are reviewing a tax filing or sharing a shareholder agreement. This guide walks through practical tips for keeping your Documents section in great shape.
- Managing DocumentsUpload, browse, organize, and download your documents in Findex.