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Uploading documents

24 July 2019 03:21

From many places within your wealth portal, you can upload files to keep track of your important financial documents.

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Wherever you upload documents from, they can always be found within the Docs section of your wealth portal – the central home for all documents.

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The document storage system supports the following common file formats:

  • Office documents: .doc, .docx, .xls, .xlsx, .ppt, .pptx, .pdf
  • Images: .jpg, .gif, .png
  • compressed archives: .zip

 

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