Mass Publishing

The Mass Publishing page under the Publishing service is where you can publish sets of files to multiple pre-specified investors as a mass publication. From this page, you can also track any previous mass publications you or your colleagues made to investors.

From this page’s Sidebar, on the left-hand side of the page, you can also navigate to the Published Documents page.

Your Mass Publishing page includes a list of mass publications. Each publication contains documents published to investors. By default, mass publications are listed in reverse chronological order, with the most recent at the top of the list.

Each mass publication includes:

• Edited tag - one or more documents have been edited since its first publication

• Notified tag - Users have interacted with the in-app notification of the publication, or received an email notification for it.

• Opened tag - Users have opened the document.

• Publication Name

• Publishing Summary – total number of files sent and number of users who received files from the mass publication

• Tags - any document category tags or reporting period tags (optional)

• Publishing date – the date this publication was sent or last edited   

• A description of the publication (optional)   

• Options menu

Mass publications for Account Groups will only be visible to users with access to all underlying accounts for the account group.