How to Organize My Documents
Navigate to the ‘Manage’ tab and click on ‘Documents’ under Data Management.
2. In the ‘My Documents’ area, you will find four distinct sections:
‘Common Files’: Use this section for your personal documents, where you can upload your ICO Registration or any new files.
‘Properties’: This is where you can upload essential files by property such as Purchase Agreements, Memorandums of Sale, Gas Safety Certificates, and more.
‘Ownerships’: Here, you can upload identification documents such as your Passport, Credit Card Statement, Utility Bill, and Personal Bank Statement.
‘Companies’: In this section, you can store Company Bank Statements, Latest Accounts, and additional files.
Expert tip: You can switch between Grid View and List View based on your preference. Choose ‘Grid View’ for a more visual layout, or ‘List View’ for a more efficient way to gather detailed information.