Login to your manager dashboard and select Accounts.

Locate the investor account for which you need to add a document and then navigate to Documents

Select Add new document

Select the Category and date for the document

Click Send email notification (if applicable) and drag and drop your file.

Click Upload document

Login to your Manager Dashboard and select Offerings

Select the Offering and navigate to Documents

Select Add new document

Select the Category
​We highly recommend selecting a category when submitting a document to an offering. This will help investors who are using filters to search for specific documents easily locate the document they need.

Select the date for the document

Click Send email notification (if applicable) and drag and drop your file

Select Upload document