Personal & Project Documents
Guides related to uploading and organizing investor, class, or project level documents.
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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