How do I bulk distribute documents to multiple investors? (Upload Files, Share Files, Import Documents, Mass Upload, Bulk Document)

Documents are visible to investors within their individual accounts.  If you need to share a file with multiple investors belonging to separate accounts, you can do so in bulk.

To bulk upload documents, you can follow the steps below: 

1. Select Accounts from the left menu
2. Use the checkboxes next to the accounts that require documents
3. Click Engage
4. Use the drop-down menu to select Upload Documents
5. Check the box I want specific documents to be uploaded into specific accounts
6. Choose how your documents are matched

To ensure the correct documents are going to the correct investor, you have 3 options available to match your document to the investor when uploading:

• Match by WB Account Number
• Match by Account Name
• Match by Your Custom Identifier 

Match by WB Account Number

• When using the WB Account Number, you will need to append the number to the end of the file name
• Alternatively, if you have a series of files in a folder for a single investor, you can include the account number in the folder name
  • Required format: file or folder name_accountnumber
  • Example: offerupdate_12345424

    NOTE: If you need to update multiple file names on your computer prior to upload, this video may help you do so in bulk: https://youtu.be/znhqGrF4gVQ 
    
    

    

    

Match by Account Name

• When using the investor account name available in the platform, you will need to be sure that the investor's full name is included in the file or folder name
  • Example: John Lang Tax Documents
    

Match by Your Custom Identifier 

• If you have a text field that you use to store identifying information about your investors (for example: a custom ID from a previous system), you can use it to match files to accounts
  • Example: Tax Documents_12345
    

After selecting a matching option, continue with the following steps: 

1. Click Upload a folder
2. Apply any settings (such as a Related Offer or Restriction)
3. Click to upload your file
4. Review the mapping 
   • If any items were incorrectly mapped, use this screen to enter the correct account name
5. Confirm