InvestNext has a document-sharing tool that enables you to directly share project updates and other private documents in-mass with each one of your investors. In essence, the tool reads the contents of the document. It intelligently matches it to the given investor--even if the contents don't exactly match the investor name in the system.

Step 1) Navigate to the project you want to mass upload documents for. Once you are in the project, navigate to Documents.

Step 2) Click the New Documents button on the upper-right and select the Mass .zip Upload option.

Step 3) Upload the .Zip file that contains your documents, and then choose a Name for this upload. This will be the name given to the new folder containing the set of documents you wish to share. Then select the relevant Document type.

*Please note, that if you are attempting to upload Tax Documents, you'll want to use the support article here as the steps are different.

** Generally, the upload and matching should take no more than a few minutes. Although, if you are uploading a large volume of documents, it may take a bit longer. In any event, there will be a 'progress status' indicator displayed in a small box at the bottom of your screen:

Step 4) Click Review next to the recently uploaded document in the box highlighted above to view the individual uploads and the accounts they were associated if any.

During this step, you'll have the opportunity to update the Account associated with each individual document.

Once the appropriate accounts have been associated with the uploaded documents, you'll click "Complete Upload" which will prompt you to share the newly uploaded documents or not to share.