Jul 4th 2016 - by Patrick Adrian, CFA
Our fourth installment demonstrates how to move documents that have been incorrectly filed into the system. The goal of our entire document management feature set is to reduce time and clicks to achieve an outcome. In this case, drag and drop to the footer achieves this perfectly.
RedQuarry's cutting edge research management software is used by leading investment firms around the world to manage their investment process, due diligence files, documents, reporting, and research compliance.