K-1s & Bulk Document Uploads

Guides related to uploading K-1 documents into IMS

  • Bulk Document Uploader - K-1 Matching
    There are several ways admins can upload documents to investor profiles in RealPage AIM. If unique documents need to be uploaded to a specific group of investors, such as tax documents, admins can utilize the bulk document uploader to save time an...
  • Bulk Document Uploader - Manual Match
    There are several ways admins can upload documents to investor profiles in IMS. If unique documents need to be uploaded to a specific group of investors, such as tax documents, admins can utilize the bulk document uploader to save time and improve...
  • Bulk Uploading Documents - Upload by Filename
    There are several ways admins can upload documents to investor profiles in IMS. If unique documents need to be uploaded to a specific group of investors, such as tax documents, admins can utilize the bulk document uploader to save time and improve...
  • K-1 Best Practice Guide - PDF
    Please click the PDF below to view the guide. 
  • Upload K-1s to Investor Profiles
    Overview: Sponsors can upload K-1 documents directly to Investor Portals where they can be stored, viewed, and downloaded by investors.   
  • 🎬 K-1 Matching & Bulk Uploader