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Document Management

InvestSync provides a secure document management system to store, organize, and access all your investment-related documents in one centralized location.

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Document Types

The platform supports various document types relevant to investment management:

• Statements: Brokerage and account statements
• Trade Confirmations: Records of completed trades
• Tax Documents: Tax reports and filing information
• Prospectuses: Investment offering documents
• Contracts: Legal agreements
• Research Reports: Investment research and analysis
• Other: Any additional documents related to your investments

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Working with Documents

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Uploading Documents

Add documents to your InvestSync account:

1. Navigate to the Documents section
2. Click “Upload Document”
3. Select the document type
4. Choose the file from your device (supported formats: PDF, DOCX, XLSX, JPG, PNG)
5. Add optional metadata (date, tags, description)
6. Upload

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Organizing Documents

Keep your documents structured and easy to find:

1. Create custom folders
2. Add tags to documents
3. Set document categories
4. Use the search function to quickly locate specific documents

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Viewing Documents

Access your documents directly within InvestSync:

1. Navigate to the Documents section
2. Select the document you want to view
3. Use the built-in document viewer to read the content
4. Download the document if needed

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Document Processing Features

InvestSync includes intelligent document processing capabilities:

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Text Extraction

The platform can automatically extract text from PDF and image documents:

1. Upload a document
2. The system processes the document using OCR technology
3. Text is extracted and made searchable

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Data Extraction

For supported document types, InvestSync can detect and extract key financial data:

1. Upload a statement or trade confirmation
2. The system identifies investment transactions, positions, and values
3. You can review and import the extracted data into your portfolio

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Document Security

Your documents are protected with multiple security measures:

• All documents are encrypted at rest
• Access controls restrict document visibility to authorized users
• Two-factor authentication protects your account
• Automatic backups ensure document preservation