How to Share Offering Documents with investors

Managers can share document links to their investors through the messaging capability in Eleven.

1. In your Manager's Dashboard, start in the People tab

2. Choose the people you would like to share the document with and click Mail Merge

3. Choose your subject, add in your message, then insert links to any documents that you wish to share.

Note: if the document is not showing up, check the investor's permissions to view and access the offering. See article: Allowing an Investor to View and Access and Offering

4. Once finished with your message, click send and the investor will receive the link and can view the document inside the Eleven Portal.

 

If you have any further questions, feel free to email support@verivest.com.