- Select the fund
Begin by clicking on the fund in the Funds list to open its details page for document management. - Go to 'Upload Documents' tab
Next, navigate to the 'Upload Documents' tab at the top of the fund details page to access document upload options. - Upload the files
Click the 'Browse Files' button in the upload area to open the file selection dialog and start choosing your documents. You can also drag and drop files. - Verify Legal Entities
Add or Remove legal entities as suggested by the API. You must have one selected Legal Entity to finalize your upload. - Approve first uploaded document
Once uploaded, click 'Approve' next to the document to finalize its addition and make it available in the fund.