Logo
Submit a request
Sign in
  1. IMS Help Center
  2. Documents

Menu

Documents

Upload and organize documents like K-1's or investor updates via Personal & Project Documents, generate Investor Statements, and code your own signature documents via eSignature Templates

Bulk Document Uploader

  • K-1 Matching & Bulk Uploader Overview
  • K-1 Best Practice Guide - PDF
  • Bulk Document Uploader - K-1 Matching
  • Bulk Document Uploader - Manual Match
  • Bulk Document Uploader - Upload by Filename

Global Documents

  • Global Documents

Personal & Project Documents

  • Manage Investor and Project Documents
  • Upload Investor Documents
  • Upload Asset or Class Level Documents
  • Upload Project Level Documents

Investor Statements

  • Investor Statements Overview
  • Investor Statement Templates
  • Generating Investor Statements
  • Investor Statements FAQ

Copyright © IMS Help Center. All rights reserved.

Zendesk Theme Designed by Diziana