Change Documents View

All the available documents investors have access to are in the Documents tab. Simply click the tab to access all your documents.

By default, all the documents a user has access to are displayed in Tiles view on the Documents Tab. This view shows all files grouped in folders by property/fund, with the most recently added documents listed at the top. The Tiles view is an effective way to view and access all the needed documents for most investors. Typically, this is the only view investors will see unless your system is configured for multiple entity owners. In this case, an additional Table view is available.

In some Sensr Portal systems, users can switch the toggle from Tiles view to Table view to gain a more efficient vantage point. The Table view displays all files in a table, allowing investors to filter and download multiple documents in one step and filter the documents in several ways. The table view is optimal when there is a higher volume of documents, as it allows entity owners to easily view and quickly access needed files.

If both views are available in your investor portal, changing views on the document tab is simple. With the click of a button, you can switch back and forth between the two views.