View Pending Bulk Upload Docs

Admins can view any pending bulk upload documents in a saved batch that has not been uploaded before publication. This gives admins the advantage of being able to review a bulk upload and make any changes to the upload, such as file assignment and access level, before it is published. There are three ways for Admins to view any pending documents.

Three ways to view pending files

• Via the Bulk File Upload Report
• Via the Fund Page: Documents tab
• Via the View Site as Contact feature

Pending Status

Once a pending bulk upload batch has been saved, a yellow status labeled PENDING is applied to the file and is visible only to Admins. The PENDING status will disappear only once the file is uploaded.

View Pending Bulk Upload Doc via the Bulk Upload report

From the main menu, click on the Functions > Documents. By default, you will land on File Uploads tab. Click here for more information on Bulk Uploads Page.

• Refer to the Status column on the far right and locate the Pending Bulk Upload.
• Click on its Upload ID to open File Upload Wizard and view the Bulk Upload.
• Make any changes and click Save or Upload when ready to publish.

Fund page: Documents tab

The pending file is also visible on the Fund page on the Documents tab. Click View Report to navigate to the File Wizard where you can view upload details. Here you can make any changes, verify the batch, and take the next action in uploading the files.

From the View Site as Contact Feature

When an admin clicks View Site as Contact from the contact's page to impersonate a contact, they will see any files with the PENDING status from a bulk upload batch. Simply navigate to the Documents tab of the investor portal to see any files with the yellow PENDING status, as indicated below.