Upload Asset or Class Level Documents
There are two ways team members can add documents to all investors associated with a project, either directly in the project or under the documents feature.
You can upload an Asset or Class level document directly from the Projects feature. Select the project you would like to add a document to and then select the Documents tab within the project. An upload documents pop up will appear and you can upload a single or multiple documents here. Please be aware, documents uploaded at this level will go to all investors associated to the project.
Additionally, you can upload documents from the Documents feature. Click on Documents > Personal & Project Documents on the menu at 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] folder is a location where the Team Member can load documents for their internal use or to coordinate with their CSM or other Team Members.
Click on the Projects Folder and navigate to the desired Project folder. The Documents section is structured like the project org chart. Click down into the entity and equity class names until you are viewing the desired class with the list of all investors within that class. 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 folder. If there is not a desired display folder that is listed, selecting "Other" will create an open textbox. This will allow you add a custom document display folder. 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.
These documents will appear in the Documents tab for any investor associated with that Class. Here, they can view, save, or print their documents.