# View company documents

> Access company files available to your investor profile.

- Category: Portfolio and reporting
- Type: task
- Audience: Investors
- Last reviewed: 2026-08-25
- Canonical HTML: https://tekorax.com/help/portfolio-reporting/company-documents/
- Content version: e091c0c432a69940

## Open company documents

1. Open the Investor View and select the investor profile.
2. Find the company in the Investments table.
3. Select the documents button beside the company.

## Review available files

Company Documents lists the company files shared with your investor profile. Use it for entity-level files. Files that support a specific investment are available from the corresponding contract details.

## If a document is missing

Only files made available to your profile appear in this area. Confirm that you selected the correct investor profile, then ask a company representative to share the document or confirm where it was attached.

## Use the correct document source

Company Documents contains entity-level files shared with the profile. Open the investment contract when you need the agreement, amendment, or transaction evidence supporting a specific position. A file appearing in one area does not imply access to every company folder.

## Handle downloaded files safely

Keep downloaded files within the investor organization’s approved storage and sharing process. Do not forward a document merely because it was visible to your profile. If the file appears unrelated or exposes unexpected information, stop using it and report the company and filename.