Ways to Upload Investor Documents

There are three manners in which an investment firm can upload investor documents; upload a single file, upload multiple files, utilize our PDF divider: 

Upload Single File

Uploading a single file allows you to send one document to each one of your LPs: 

You can find out more about uploading a single file from this article: Uploading a Single File


Upload Multiple Files

Uploading multiple files allows you to send out multiple documents to your LPs while also deciding which documents should go to each LP: 

You can find out more about uploading multiple files from this article:  Uploading Multiple Files


Upload Using PDF Divider

The PDF Divider allows you to send multiple documents to your LPs from one PDF:

You can find out more about using the PDF Divider from this article:  Uploading Using PDF Divider

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