Manage Investor and Project Documents

Overview

This article will cover various methods of uploading documents, including uploading documents for internal storage, specific investors, and uploading documents for all investors within a specific project, entity or class!

Uploading documents for internal storage

Click Documents > Personal & Project Documents

Then click the name of your firm (our internal environment is named "IMS University")

Files uploaded here will only be available for team members who have access to your IMS Admin portal.

Uploading documents for specific investors

Method 1:

Click Documents > Personal & Project Documents

Click Investor Profiles

This will allow you to upload files directly to an investor's profile. When you upload here, you will be asked if you want to display the file on the dashboard. If so, you will select a display folder to store the document it. 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 display folder. You also have the ability to manually enter a published date. If you don't select a date, then the system will default to the date that you uploaded the file.

Method 2:

Navigate to the CRM profile for an investor > click the Documents Tab > Click Upload Document



Then you will be able to associate the document with a project or entity, publish it to the Dashboard, select the display folder, enter the published date, or choose to notify your investor the document was uploaded.

Uploading project, entity, or class level documents

You also have the ability to upload documents for all investors in a specific project class or entity. To do this you will click Documents > Personal & Project Documents

Click projects

Click into the project you would like to upload the document for

Here you can upload a document for all investors in this project by clicking "Upload Document" in the top right hand corner. If you would like to upload the document to the entity or class level, you will click the entity name.

Here you can upload a document for all investors in this entity by clicking "Upload Document" in the top right hand corner. If you would like to upload the document to the class level, you will click the class name.

If you upload to the project or entity level, you have the option to display on the Investor Dashboard, select the display folder, and enter the Publish date. 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. You also have the option to notify investors when documents are available, which will send your investor an email informing them a document has been uploaded.



When you upload the document to the class level, you have the options that you have on the project and entity level, and two new options:



Show Page: Uploads the document to the offering page, so your investor can review the document prior to making an investment



Acknowledgements Page: Requires the investor to acknowledge the document prior to completing their investment