6.2 Recent Documents

The “Recent Documents” tab allows users to access a list of key documents relevant to the selected active entity. 

If you wish to view documents from a different company that has been assigned to your account, you may do so by clicking on the “Select Company” button found on the right of the company name.

Documents that can be found in this section includes 

1. Financial Statements
2. Minutes and Resolutions
3. Statutory Forms and Submissions

Only documents from 1 Jan 2019 will be shown in this list. For documents that are outside of the above scope, please contact your assigned Tricor representative for support. 

If you wish to download the relevant document found in the list, you may click on the “Download” button found on the righthand side of the respective document.  

Users may also use the search box found at the top right hand side of the list of documents to search for specific documents by the document name.