Occasionally, you may need to upload documents for a single investor. To do so, follow the instructions below.
Visit the Accounts section of your dashboard
Select the Investors Account which you are working on.
Select Documents from the top menu.
Click add a new document
Select the Offering for which the document applies to
Use the drop down menu to select the type of file you are uploading
Enter the desired upload date
Select whether you want investors to receive an email notification or not
Attach the document by dragging and dropping it from your files or browse your computer files for it
Click upload document & you’re done!
The uploaded document will appear for the investor in their document center. For more information on how investors can view and download documents please click here.