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a month ago

Document upload

You can now upload documents to notes in the platform to provide additional evidence and context for an entity and its assessments. To upload a document, open the notes panel, select the attachment icon, and choose the document you want to attach.


Use documents to support your notes and decision-making with relevant evidence and supporting information. Uploaded documents are available from the note they were attached to, and from the centralized Documents panel. 


If you have any questions, get in touch with the Client Service team or visit the help site.

Avatar of authorCaroline Domenech