Product Updates - May 2025

New Feature:

The Bulk Document Download feature allows Admins to download documents related to multiple stakeholders in one go — saving time and effort.

Who Can Use This Feature?

This feature is available to:

• Admins

• Custom Admins with the following:

• Stakeholder permissions (View/Create/Delete/Modify/Mark Separation) enabled under Manage Role

• Access to stakeholder data via assigned Equity Data Access Tags

Note: Custom Admins can only download documents of stakeholders tagged to their role.

How to Download Documents in Bulk?

Follow these steps:

1. Navigate to the Stakeholders section in the platform.

2. Select multiple stakeholders whose documents you want to download.

3. Click on the Actions dropdown.

4. Select Download.

Document Download Options

You will be presented with two categories of download options:

A. Default Options

• All Documents

• Supporting Documents

B. Stakeholder-Specific Options (if configured)

• National ID Document (e.g., Aadhar, SSN, etc.)

• Tax Identification Document (e.g., PAN, TIN, etc.)

• Securities Account Document (e.g., Demat, Brokerage Account, etc.)

• Other custom document types (based on your stakeholder configuration)

The system will download the selected document types for each stakeholder you’ve chosen.

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Key Tips

• Ensure that your role has the appropriate permissions before attempting the download.

• If you're unable to access certain documents, check with your system administrator to confirm your role’s Equity Data Access Tags and permissions.