Turn On/Off Document Settings

To update Document Settings: 

1. Select Platform from the left menu
2. Choose Documents
3. Click the Settings Gear
4. Enable or disable the following options:

Document Access

• Disallow Investors from Managing Documents: When on, only platform admins will have the permission to upload documents to an investor's account
  
  

Account Default Folders

• Creating a default folder structure will allow you to place folders in all or a sub-set of investor accounts as destinations to house future files
  
• To create a new structure: 
  • Click Pick a folder structure
  • Choose New Folder Structure
  • Name the structure
  • Assign any lists, if you only want the structure to apply to specific accounts
  • Add folders
  • Add any subfolders
  • Add any restrictions 
  • Click Save Folders
  • Save settings