Personal & Project Documents
Guides related to uploading and organizing investor, class, or project level documents.
Upload Asset/Class Level Documents
You can upload an Asset or Class level document directly from the Projects feature. Select the project you would like to add a document to and then select the Documents Tab within the project. An upload documents pop up will appear and you can upl...
Upload Investor Documents
There are two methods for uploading Investor Documents, directly from their CRM profile or under the Documents page. Method 1: Locate the investor in the global search feature or under the CRM tab and select the investor you wish to upload a docu...
Upload Project-Level Documents
There are two ways team members can add documents to all investors associated with a project, either directly in the project or under the documents feature. Method 1: To upload a project level document from the projects page, navigate to the Proj...
🎬 Manage Investor and Project Documents