Admin Settings

Guides for setting up company level settings including adding team members and email layouts.

  • Electronic Document Countersignatures
    Overview Countersignatures are used on documents processed through DocuSign. Once all countersignatures have been added by the responsible parties, documents will be marked as complete.  Step by Step You can add up to 3 Team Members for each offer...
  • Investor Relations Support Contact Information
    Overview IMS will soon display support contact details to investors on the Investor Portal that will direct investors to reach out to your firm's Investor Relations support team member or similar role. IMS will continue to display our Technical Su...
  • Wells Fargo Integration
    IMS is pleased to offer a consolidated file format to customers using the Wells Fargo Payment Manager within the CEO suite. This file layout allows IMS customers to export one file to process ACH, Wire, and Check payments in lieu of producing a NA...
  • Yardi Voyager Integration - Manual & API Process
    IMS is pleased to provide a standard Yardi accounts payable CSV commonly referred to as the “FinPayables” ETL file. With proper setup, this file allows users to export a file that includes all of the relevant payment information and relevant Yardi...
  • 🎬 Adding A New Team Member
  • 🎬 Manage Profile Notifications