Contact Details Page: Documents Tab

On the Documents tab, you can view, edit, or delete files and folders the contact has access to. Use the search, sort and filters to locate a specific document. In addition, you can upload files and add new folders and download all documents across all pages as needed.

The Documents table has the following columns

• Documents - folders are always grouped at the top
• File ID - the system ID for a file
• Date created - the date the file was created
• Date assigned - the date the file was assigned
• Created by - the name of the Admin who created the file
• Status - Published or Pending
• Manage - Edit or Delete a file

Edit Documents and Folders

Click Edit under the Manage column to modify:

• Folder name
• Document name
• Admin only checkbox restricts visibility for admins only  *applies to all document types (when unchecked, the document is visible to the contact who uploaded it as well as the admin)
• Make read-only checkbox disables save/print functions *applies only to PDFs
• Pin to top checkbox pins the document to the top of the Investor's document page *applies only to PDFs

Adding Folders

Add folders by clicking on +New Folder. Enter the folder name and a folder will be created. By default, the folder is visible to Admins and Contacts. If Contact Permissions are enabled, folder access will be governed by the Contact Permissions.

Move Folders and Documents

To move documents/folders begin by using the check boxes on the left-hand side to indicate the selected documents/folders. Then click the Move button and select the desired destination location in the popup and click OK. Once a document or folder is successfully moved, a green banner appears at the top of the page summarizing the completed action.