Document Management (Adding Documents to Investor, Uploading Files, Account Documents)

Documents can be added to investor accounts individually, or in bulk.

Individual Upload: 

• Used when documents are unique to a single account, and should not be shown to any users outside of that account

Bulk Upload:

• Used when documents are relevant to users belonging to multiple accounts
  • Click here for detailed instructions

To upload files to individual accounts: 

1. Select Accounts from the left menu
2. Choose the account where the document should be uploaded
3. Click into the Documents tab
4. Click Add Folder
   • Here you will see the toggle to Upload a folder
     • You can upload an existing folder if you have one saved on your computer
     • Uploading a folder will add all files within the folder to the account
       
       
       
   • If you do not have have an existing folder, you can create one
     • Naming the folder and saving will create a new folder in the account
   • Folders can be customized to add restrictions, allow downloads, or add related offers
     • Adding restrictions: When you add a restriction to a document, the investor will need to take an action before they are able to view the file
       • For example, they may need to request access from the admin users
     • Allowing downloads: Allowing an investor to download a folder will let them download all files in the folder
     • Related offers: When you select a related offer, any documents pulled into the investor's accounts from the offer, as well as any E-Sign Documents an investor has signed for the offer, will be organized into the folder
       
       
       
5. Click the green document icon to add any additional files to your folder
                       
   
   
6. Individual files can also be customized to add restrictions, allow downloads, or add related offers