How to Manage Docs

This is a step-by-step guide on how to Manage Docs on the Kristal.AI platform.

Table of Contents:

1. How to Download a Clients’ reports
2. How to Upload Documents
3. How to View Use Reports

1. How to Download a Clients’ reports

1. Search for the client whose monthly reports you wish to download
2. Click on the ‘Search’ Icon or press enter.
3. Click on the ‘Reports’ icon in the left navigation column
4. Select the account whose holdings or trade-logs you wish to see
5. Go to the respective section and click on the ‘Download’ icon against the monthly report you want to download

You have successfully downloaded Clients’ reports

2. How to Upload Documents

1. Search for the user for whom you wish to upload the OTHERS report
2. Click on ‘Documents’ under ‘Advisory’ in the left navigation column
3. Click on ‘Upload’
4. Enter the necessary details, upload the document and click on ‘Submit’

You have successfully uploaded documents for your Client to view!

3. How to View Use Reports

1. Search for the customer whose use reports you wish to view
2. Click on the ‘Analytics’ tab in the left navigation column
3. Click on the respective report you wish to view and/or export

You can now successfully view your Client's use reports!