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  1. IMS Help Center
  2. Documents & Statements

Documents & Statements

Upload and organize documents, generate investor statements, or publish K-1s

Personal & Project Documents

  • Upload Asset/Class Level Documents
  • Upload Investor Documents
  • Upload Project-Level Documents
  • 🎬 Manage Investor and Project Documents

Investor Statements

  • Generating Investor Statements
  • Investor Statement Templates
  • Investor Statements FAQ
  • 🎬 Investor Statements

eSignatures

  • eSignature 101: Countersigning a Document
  • eSignature 101: Countersigning a Document (New Investor Portal)
  • eSignature 101: Creating a New eSignature Template
  • eSignature 101: Preparing a Document for Signatures
  • eSignature 201: Custom Textbox Fields
  • eSignature 202: Voiding Documents
  • See all 14 articles

K-1s & Bulk Document Uploads

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