As an advisor, the Published Documents page and document category pages allow you to publish documents, so you can instantly share a document containing any type of file with any investors you choose.
To publish a document:
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Select the Publish Document button in the title bar and open the Publish File modal
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Enter a name for the document in the designated area
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Select the paperclip button to select and upload a file from your drive
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Select any document category tags for your publishing job (optional)
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Select any reporting period tags for your publishing job (optional)
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Enter a description for the document in the designated area (optional)
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Enter a user’s name/email under Publish to and select their name or click the All Investors button to publish this document to all investors
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You can switch between individual users or user sets by clicking the appropriate tabs in the drop-down menu.
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To make a publication mandatory, click the checkmark next to the Mandatory document
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Default notification settings for investors are displayed in the modal for reference
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Select Publish.
Aside from publishing a regular document, you can create a mass publication on the Mass Publishing page (accessed through the Publishing service’s sidebar). Despite being published on a separate page, mass publications appear on your Published Documents page with a MASS tag so they can be easily identified and reviewed.