Access and manage transaction documents

When you execute a share transaction or a governing body action, you can attach supporting documents either while the transaction is pending or after it has been completed. Once added to a specific transaction or action, these documents can be consulted directly within that transaction/action, or centrally managed and consulted in the ‘Documents’ section of the relevant legal entity.

In the ‘Documents’ section of a legal entity, a system-defined ‘Transaction documents’ folder is automatically created once the first governing body or securities register is set up. This folder cannot be moved or renamed. Within each register folder, a subfolder is then automatically created for every transaction or action, mirroring the entries in the relevant register or governing body.

Below you can find a step by step guide on how to access and manage transaction documents.

For detailed instructions, click 'Start tutorial' below.

Step-by-step:

1. Go to the tab 'Documents' of the legal entity.
2. Click on 'Transaction documents'.
3. Each asset has a dedicated folder and sub folder for each (trans)action executed. 
4. Open a sub folder to upload additional documents.