Log into your Verivest Admin console and select Manage.

Select Tags to view your current Document Tags. The default tags available are:

  • Asset Update

  • Capital Call Notice

  • Investment Document

  • Legal

  • Offering Document

  • Report

  • Statement

  • Tax

Create a New Tag

You can add a new Document Tag by selecting + Add Tag

Tags can be added to new documents as they are uploaded. Click here to learn how to upload a document.

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