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.
Investors → Bulk Upload Documents → Upload Documents → Fill Details → Next → Upload File → Upload
Here are the settings if your file name is: 2020 K1_Partnership Name_Mary Williams.pdf
- Delimiter: Underscore ( _ )
- Name Position: End of the filename
- 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 the filename
- Name Separator: Underscore ( _ )
If you need to rename your files you can use a tool like Bulk Rename Utility