There are two methods for uploading Investor Documents, directly from their CRM profile or under the Documents page.
Locate the investor in the global search feature or under the CRM tab and select the investor you wish to upload a document to. Once you have found the investor, navigate to the Documents tab in the center of the screen.
Under the Documents tab, team members can see all documents associated with an investor, see which project those documents are associated to, and where the documents are displayed. You will also be able to see the date the document was added to the system and the date the user viewed the document. You can upload, preview, download and delete documents from this page. If the document is shared across multiple users, you will be shown a warning with a user count prior to completing the deletion.
To upload a new document, select the Upload Document button.
Here, a pop-up box will appear for you to upload an individual or multiple documents. Choose to either associate a document to a specific Project or upload it directly onto Investor Dashboards. Choose to send a notification email to the investor once the document has been uploaded. (This notification can be customized under Investor Settings>Portal Notifications>Document Upload Notification.) Select Upload when you are finished.
Click on Documents > Personal & Project Documents on the menu at on the top of the screen. This view will show you auto-generated folders. The IMS System Documents section contains a folder called Projects which will house all associated investor folders and documents. The Company documents (under your company name) will house all internal company documents (such as Waterfall-Audit files, broker, and property management information). The My Documents – [Name] is a personal storage location where the Team Member can create folders and/or upload documents for their internal use or to coordinate sharing rights with their CSM or other Team Members.
Under IMS System Documents, select Investor Profiles. Choose the Investor you want to upload a document for. Click Upload Document.
Drag and drop the desired document(s) or browse. Choose where you would like this file to be displayed on the Investor Dashboard. If you choose Investor Dashboard, choose the desired Document Type. If there is not a desired Document Type that is listed, selecting "Other" will create an open textbox. This will allow you to add a custom Document Type instead. Click Upload. Click Done.
You will see your newly added document(s) added to the list.
*To confirm that the document was correctly uploaded, please Sign In as an Investor within the list. To see our guide on Signing in as an Investor, click here.
Your investors will see any newly uploaded documents in their Documents tab under the status of 'Unread.' Here, they can download, view, and print their documents if desired.