How to download a document?

You can easily download documents from Equify.

To download your document:

1️⃣ Search for your document :
  • In the Library section, using the folders on the left and the provided filters, or directly via the search bar.
  • Elsewhere in the application: in your Timeline, by clicking on the related event, or in the left menu of another object (security, pool, account, etc)

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2️⃣ Once you have found your document click on the "..." at the end of the line and then on Download :

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