Documents associated with an entity can be opened and downloaded through the DOCUMENTS button at the top of the entity Snapshot.
Documents are listed by the date they were last modified, but you can group them by either Category, Document Date, or Document Type if you prefer a different view.
In this scenario, we want to locate and download a file called Minutes related to the entity CL Support Inc.
1. Navigate to the entity Snapshot. Locate and select the DOCUMENTS button.
2. The entity’s Documents page will open with the entity’s documents listed by the date they were last modified. Click on the Group By: drop-down menu and select the desired group criteria to change how the documents are listed. In this example, we’ll select Document Date.
3. Open an individual document by clicking its name in the DESCRIPTION column. In this example, we’ll open the document called Minutes.
4. The document opens in a new browser window. Click the Save icon to download it to your computer.
If you need to download multiple documents simultaneously tick the checkboxes next to the documents you wish to download then click the DOWNLOAD button. This will download a .zip file containing the selected documents. In this example, we'll download the documents called Minutes, Fiscal Year Overview, and Bylaws.
