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Overview

Global Documents can save you time by allowing you to publish company-specific documents to the Investor Portal for all contacts in your CRM to see.

 

Step-By-Step

1. Select the Documents tab. Select Global Documents from the drop-down menu that appears.

Global_Documents_1.png

2. Select Upload Document to get started. Note the document(s) you are uploading will never automatically publish until you manually click the toggle in the following step.

Screenshot_2023-05-04_165142.png

3. Drag and drop or select browse to select your global document to be uploaded. Note you can upload more than one document at a time, and use the trash can icon to remove the file if needed. Select the desired Document Type from the drop-down menu and select Upload.

Global_Documents_3.png

4. When you are ready to publish your document(s) to the Investor Portal, click the far right toggle. This will flip to the "ON" position, and you will notice a notification that states "Your document has been successfully published." 

Screenshot_2023-05-04_165605.png

Investor Portal View:

Screenshot_2023-05-04_181253.png

5. Selecting the drop-down arrow next to each document will give you 4 options that are specific only to the document that is selected: Download, Rename (filename), Change Document Type, and Delete.

Screenshot_2023-05-04_165730.png

 

Additional Notes

  • Click the Publish toggle to the "OFF" position to unpublish the global document from the Investor Portal at any time.

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