Investment Central – Documents Video

This Quick Guide provides an introduction to the Documents page in Investment Central.

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About this course

This Investment Central Quick Guide video covers the following topics relating to the Documents page:

  • Uploading a document
  • Connecting a document to one or more entities
  • Specifying a document's data type(s)

Curriculum

  • Investment Central – Documents Video
  • Survey

About this course

This Investment Central Quick Guide video covers the following topics relating to the Documents page:

  • Uploading a document
  • Connecting a document to one or more entities
  • Specifying a document's data type(s)

Curriculum

  • Investment Central – Documents Video
  • Survey