Share documents with all your investor

What will you learn?

In this article, you'll learn how to upload general documents to an entity and automatically share them with all shareholders of that entity, directly in their investor portal.

Investor Portal Files let you upload general documents under an entity and share them with all shareholders investing in that entity.

A few things to know before you start:

• Investor Portal Files are separate from the Document room. 
• These are general documents: every shareholder of the entity sees the exact same file.

Below you can find a step-by-step guide on how to share documents with your investors through the Investor Portal.

For detailed instructions, click 'Start tutorial' below.

Step-by-step:

1. Go to the entity whose investors you want to share a document with.
2. Click the three dots (⋮) in the top-right corner.
3. Select Entity settings.
4. Click Investor Portal Files.
5. Click Upload file and select the document you want to share.
6. Add a description to the file where useful, so investors know what it contains.

Once uploaded, the document is instantly visible to all shareholders of the entity in their investor portal.

Important: make sure the portal widget 'Reporting' is shared with the investor. More information on add portal users can be found here.

Advantages

• Share a document once and reach every shareholder instantly. No more emailing files one by one.
• Keep one central, up-to-date source of documents that all your investors can access anytime in their own portal.
• Add a short description to each file so investors immediately know what they're looking at.

Good to know

Investor Portal Files currently does not support:

• No folders: all files appear in a single flat list.
• No custom ordering: files can't be manually reordered.
• No personalized documents: every investor sees the same file; there's no way to share a version specific to one shareholder.