Upload Project, Entity, or Class-Level Documents

There are two ways team members can add documents to investors associated with a particular project, entity or class.  Method 1 is through the itself, and Method 2 is through the documents feature. 

Method 1:

You can upload a project, entity, or class-level document directly from your project. 

Pro tip:  It's important to note which investors in the project should have access to the document, as you will navigate to the appropriate level of the project before uploading the document.

• Project Summary level:  All investors in the project will have access to the document.
• Entity level:  All investors in the entity will have access to the document.
• Class level:  All investors in the class will have access to the document.

Once you've navigated to the appropriate level of the project, select the Documents tab and then the Upload Document button. 

From there, you can upload a single document or multiple documents.  

Pro tip:  Be sure to check Investor Dashboard to publish the document to the investor portal. 

You can also choose a Document Type, allowing investors to filter through their available documents.  Additionally, you have the option to add a Publish Date and to Notify Investors of the new document.  Select Upload.

Pro tip:  If you want to customize the notification, it is located under Investor Settings > Portal Notifications > Document Upload Notification.  For more information on customizing portal notifications, click here.

Method 2:

You can also upload documents by selecting Documents and Personal & Project Documents from the main menu bar.

Next, select Projects.

Then, navigate to the appropriate project, entity and class before selecting Upload Document. 

Pro tip:  It's important to note which investors in the project should have access to the document, as you will navigate to the appropriate level of the project before uploading the document.

• Project level:  All investors in the project will have access to the document.
• Entity level:  All investors in the entity will have access to the document.
• Class level:  All investors in the class will have access to the document.

From there, you can upload a single document or multiple documents.  

Pro tip:  Be sure to check Investor Dashboard to publish the document to the investor portal. 

You can also choose a Document Type, allowing investors to filter through their available documents.  Additionally, you have the option to add a Publish Date and to Notify Investors of the new document.  Select Upload.

Pro tip:  If you want to customize the notification, it is located under Investor Settings > Portal Notifications > Document Upload Notification.  For more information on customizing portal notifications, click here.

Pro tip:  For both upload methods, you can double check the document appears as expected by Masquerading as an Investor.

Investor Portal View

The documents will appear under the Documents tab for any investor associated with the project, entity or class you chose.  Here, investors can filter, view, or download their documents, if needed.  The status of newly uploaded documents will be labeled as 'Unread' until the document has been downloaded.