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Upload Project-Level Documents - PDF

Upload Project-Level Documents
(Updated 06/12/2018)

Click on DocumentsManage on the left. 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 My Documents – [Name] folder is a location where the Team Member can load documents for their internal use or to coordinate with their IMS contact or other Team Members. Here, if you are looking to share documents with Team Member(s), make sure to choose Share from the action dropdown to share it with Team Member(s).

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Click on the Projects Folder and navigate to the desired Project folder. Click Upload Document.

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Drag and drop the desired document(s) or browse. Choose the desired folder to display the document(s) on the Investor Dashboard. Choose your Publish Date (helpful for adding timely and historic documents). Click Upload. Click Done.

Tip: These document(s) will be viewable by all investors within all classes in that project.

*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.

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You will see your newly added document(s) added to the list.

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This document(s) will appear in the Documents tab for any investor associated with any class within that project. Here, they can view, save, or print their document(s).

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