Step-by-Step Instructions:
Step 1. Navigate to the project you want to add the document to by selecting Projects on the left navigation panel and then selecting the corresponding project.
Step 2. Once in the project, select Documents from the top toolbar.
Step 3. On the right side of the page, select + Upload Files and select Single File Upload.
Step 4. Drop a file in the blue box or click Browse Files to select the document to upload.
Step 5. After uploading the desired document, you must select a Category:
Edit Name (optional)
Select the Category:
General Documents: Investor-specific, only visible to the account you link the document to (signed agreements, individual tax docs, etc.)
Statements: Investor-specific, used for past statements
Tax documents: Investor-specific, K1's, W-9s, etc.
Accreditation: Investor-specific, Accreditation letter or certificate
Project Documents: Shared with all investors in that project (great for newsletters, updates, Project Financial documents, or general project documents)
Step 6. Set Account Association
The Set Account Association option links the document to be shared with the selected investor account.
Enable Portal Access (Optional): Shares the document with the investor portal.
Step 7: Click Upload to finish!