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  • Manage Investor and Project Documents
  • Upload Investor Documents
  • Upload Project, Entity, or Class-Level Documents
  • Uploading Project Documents
  • Documents Uploaded by Investors

Documents Uploaded by Investors

Investors now have the ability to upload documents through their Investor Portal, so Sponsors can access them.  To view this process for investors, please see the Upload Documents through the Investor Portal article.  

Once an investor has uploaded a document through their investor portal, you will be able to view and/or download it from the investor's CRM profile.  To do so, select CRM > Contacts from the top menu bar:

crm contacts.png

Use the search field to locate the investor that has uploaded the document:

search for contact.png

Select the blue hyperlinked name to open their CRM profile:

select the contact.png

Within the CRM profile, select the Documents tab and then Investor Uploads:

inv up1.png

From this screen, you can view the document(s) that the investor as uploaded, the description the investor as entered (if any) and whether the document contains sensitive data (tax IDs, banking info, etc).  To download the document(s), you can select the blue hyperlinked file name.

inv up2.png

By selecting the arrow to the left of the document, you have the options to Preview, Download, Manage Document Type, Mark as Sensitive or Delete.

inv up3.png

If you want to be notified when an investor uploads a document, you can turn on a notification by selecting your name at the top right of your screen and then choosing My Profile:

inv up4.png

Under Notification Preferences, you can toggle on the option for Investor Uploads and choose the Frequency in which you want to receive emails before selecting Save.

inv up5.png

If you do not want to allow investors to upload documents through their investor portal, you can turn that option off by selecting your name at the top right of your screen and then choosing Investor Settings:

inv up6.png

Under General Settings, you can toggle off the Uploads option to remove it from the investor portal before selecting Save:

inv up7.png

To rename the Uploads feature, you can use the pencil icon to the right of this option and enter an updated name before selecting Save:

inv up8.png

 

 

 

 

 

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Related articles

  • Upload Documents through the Investor Portal
  • Team Member Roles & Permissions
  • K-1 Matching & Bulk Uploader Overview
  • Bulk Document Uploader - Manual Match
  • Bulk Document Uploader - K-1 Matching

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