K-1s & Bulk Document Uploads
Guides related to uploading K-1 documents into IMS
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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