Files
Can customers access and manage reports and documents within the app?
Yes. The Files section provides a central location for customers to view, upload and manage important documents and reports.
Key features include:
- Access to Portfolio Setting Reports.
- Availability of bespoke customer reports.
- Access to publicly available reports and documents.
- The ability to upload files directly to the platform.
- A single location for storing and retrieving relevant documentation.
This feature helps streamline document management and ensures customers have easy access to the information they need.