Important or required documents can be saved in the Investor profile under the Documents & Notes Tab

  • Notes can be typed directly into Dealer Edge, type the details in the note section and click Post to save the note. You can also upload a saved note VIA drag and drop or selection by clicking + Add Files
  • Documents or files can be saved VIA drag and drop or selection by clicking Upload
  • Adding a file name will assist in keeping your documents organized
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