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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.