The Documents Module is where all important notifications and investment-related documents are securely stored. Only system administrators have the authority to upload documents for investors, ensuring proper maintenance and safeguarding of sensitive investment materials within the system database.
When a document is uploaded, the investor will automatically receive an email notification containing a link to the folder and document. To protect confidentiality, documents cannot be downloaded and must be viewed directly on the platform. If a user requires a document for offline use, a special request must be submitted to the investment issuer for approval.
Admin Process for Uploading Documents #
- Login to your System Administrator account
- Navigate to the “Documents” menu
- Locate the folder you require to upload documents for
- Click “Upload New Document”
- Enter the Name of the document. This will be what is displayed to the user on the platform
- Select the file in the “Documents” field
- Switch to the “User” tab, and search and select the users the document should be uploaded for. OR select the “User Group”. Continue reading for more information on how to use “User Groups”
User Groups #
User groups are designed to streamline the process of sending campaign-based notifications. During an ongoing campaign, user groups can be created to eliminate the need to add individual users each time a notification is uploaded.
By creating user groups in advance, notifications can be sent to the entire group in bulk, saving time and ensuring consistency. Additionally, user groups are flexible and can be edited at any time to accommodate changes in the campaign or user list.
To create a user group:
- Click “Upload New Document”
- Navigate to the “User Group” tab
- Click “Add user group”
- Provide a name for the user group that reflects the campaign
- Search and add all users that should be included
- Click “Add”
- The user group is now saved and can be used for future notifications of the campaign
- Use the “Export” function if required to export the list of users to Xls for external use.
