Uploading Your Investment Documents to Seraf
- What is in the Documents & Reports section?
- What types of documents should I add to Seraf?
- How do I add a new document or file?
- How do I add a new document step by step?
- How are documents categorized in Seraf?
- What are the Document Visibility settings?
- What size files can I send to my Seraf email account?
- Is there a file size limit to emailed files?
- What file formats can I upload?
- Can I upload multiple documents at the same time?
- Can I link my account to my cloud-based storage?
- How can I email my documents directly to Seraf?
- How can I change the name of my emailed document to something more descriptive?
- Why do I need to enter the year and quarter in addition to the date?
- Can I delete a stored document if I no longer want it?
- Can people sharing my account add additional documents? Can I see them?
- What size files can I upload to Seraf?
- I have a physical share certificate, but I am worried I will lose it. Can I add a copy of it to Seraf? What should I do with the original?
- Do people sharing my account see my stored documents?
- Can I get my stored documents back if I decide to quit using Seraf?