Articles on: Documents

How to export shareholder information

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Export shareholder profiles for all companies from the InfoDocs portfolio.


Estimated reading time: 35 seconds


**Step 1: ** Log in to your InfoDocs Portfolio.


**Step 2: ** Click the **Export Reports ** button.



**Step 3: **Select shareholder profiles.



Step 4: **Download **your shareholders profile in CSV format and Save.


Please Note: Once you’ve downloaded the CSV file, you can open it in Microsoft excel or Google sheet.

Updated on: 29/12/2023

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