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Investor Portal Guide - How can I sort my documents?
Investor Portal Guide - How can I sort my documents?

You can sort your list of documents by date

Joni Reeves avatar
Written by Joni Reeves
Updated over a week ago

All documents for completed investments associated with your account are available on the Documents Dashboard. You can sort the documents in date order - either ascending or descending.

=> Select Documents from the menu

A search box and three drop-down selections are located in the area above the list of documents. On the right side below this area is the Sort By Date box. Click the box and select Date (Newest First) to show the most recent files at the top of the list or select Date (Oldest First) to reverse the order.

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