To bulk upload documents head to the Investors page and click on the "Bulk Document Upload" button
You can upload up to 100 documents at a time. Documents will be automatically matched to your investors based upon the profile name contained within the file name of each document.
Here are the settings if your file name is: 2020 K1_Partnership Name_Mary Williams.pdf
Delimiter: Underscore ( _ )
Name Position: End of file name
Name Separator: Space ( )
All documents in the batch upload should share this same naming convention, for example:
2020 K1_Partnership Name_Mary Williams.pdf
2020 K1_Partnership Name_LP Investing LLC.pdf
2020 K1_Partnership Name_Equity Trust Company FBO Smith IRA 123987.pdf
Etc...
Here are the settings if your file name is: 2020 K1 - Partnership Name - Mary_Williams.pdf
Delimiter: Dash ( - )
Name Position: End of file name
Name Separator: Underscore ( _ )