File Upload Actions

You can now easily require your investors and contacts to upload files for submission to their user profile or investment files with the addition of the file upload action for both contacts and investments:

To Create a File Upload Action

  1. Navigate to Functions > Actions.
  2. Click Add Action.
  3. From the Login action type drop-down menu, select the option that best suits your needs:
    1. File Upload (Contacts) if you want to require contacts to upload a file to their user profile.
    2. File Upload (Investments) if you want to require a user to upload a file related to their investment.
  4. Add the Name of the action. 
  5. Add the Verb (which is visible to the user next to the relevant step number when multiple actions are assigned to a user)
  6. Add the Message content that is visible to the user.  For example,  "Please upload your ________ so our team can process _______" 

  7. Add the text for the Upload button caption such as Complete or Upload

    Login Action Details
  8. Click Update Action
  9. Assign the action to contacts, or to investments on a Fund page.