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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

Personal & Project Documents

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

Bulk Document Uploader

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

Investor Statements

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

eSignatures

  • eSignature Walkthrough
  • Basic Questions & Best Practices
  • Document Checklist
  • Creating a New eSignature Template
  • Preparing a Document for Signatures
  • Using Sender Type Textboxes
See all 14 articles

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