Managing Documents

Upload, browse, organize, and download your documents in Findex.

Last updated About 1 month ago

Overview

The Documents section is your personal file storage within Findex. You can upload documents related to your investments, liabilities, or general financial records. Documents are organized in a tree/folder structure, making it easy to find what you need. You can also access documents attached to specific assets or liabilities from their respective detail pages.

Step-by-Step Guide

Viewing Your Documents

  1. Click Documents in the navigation menu.

  2. You will see your document library organized in a folder/tree structure.

  3. Browse through folders to find specific files.

Uploading a Document

  1. Go to Documents in the navigation menu.

  2. Click the Upload button.

  3. Select one or more files from your device.

  4. Choose the destination folder, or upload to the root level.

  5. Click Confirm or Upload to save the files.

  6. Your documents will appear in the library.

Organizing Documents into Folders

  1. In the Documents section, you can create folders to categorize your files.

  2. Use the folder creation option to add a new folder.

  3. Name the folder descriptively (e.g., "Tax Documents", "Loan Agreements", "Statements").

  4. Move or upload files into the appropriate folders.

Downloading a Document

  1. Navigate to the document you want to download.

  2. Click on the file or use the download action.

  3. The file will be saved to your device.

Viewing Documents Attached to Investments or Liabilities

Documents can also be attached directly to specific assets or liabilities:

  • Investment documents — Open an asset from Portfolio > Assets, then view the attachments section.

  • Liability documents — Open a liability from Portfolio > Liabilities, then view the attachments section.

These documents are also accessible from the main Documents section.

Deleting a Document

  1. Navigate to the document you want to remove.

  2. Click the Delete option on the file.

  3. Confirm the deletion.

  4. The file will be permanently removed.

FAQ

Q: What file types can I upload? A: Findex supports common document formats including PDF, images (JPG, PNG), spreadsheets, and other standard file types.

Q: Is there a file size limit? A: There may be limits on individual file sizes. If an upload fails, try reducing the file size or uploading in a different format.

Q: Are my documents secure? A: Yes. Documents are stored securely and are only accessible to you (and to IR admins for IR-specific documents). Files are transmitted over encrypted connections.

Q: Can I share documents with others? A: Your personal documents are private. However, if you're an IR Admin, you can distribute documents to shareholders through the IR Documents feature.

Q: How do I find a specific document? A: Use the folder structure to navigate to the right category. Organizing your files into descriptive folders helps you locate documents quickly.