File Upload Actions

File Upload Actions are used to require investors and contacts to upload files for submission to their contact profile on the portal.

Create File Upload Actions

1. Navigate to Functions and select Actions.
2. Click +Add.
3. Select File Upload from the list to require contacts to upload a file to their user profile.
4. Add the Name of the action. 
5. Add the Message content that is visible to the user.  For example, "Please upload your ________ so our team can process _______" 

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

   

7. Click Update.
8. To assign this action to contacts, use one of the three buttons:
   • +Add tags - assigns the action based on tags
   • +Assign all Contacts - assigns the action to all contacts
   • +Assign Contact - assigns the action to contacts from a dropdown menu