Documents with access restricted to a single investor are securely stored and instantly accessible by the investor. You can upload these types of investor-specific documents: K1s, subscription agreements, tax documents, individual reports, accreditation docs, capital account balances, capital call notices, and distribution notices, just to name a few. You may have a reason to retract some of those documents and Groundbreaker gives you the ability to delete them.
To make it easier for you to manage documents for specific investors, Groundbreaker provides several navigation paths. The one that works best for you depends on your specific workflow.
When you are managing documents for several or all investors in a specific investment, you may want to navigate from the Investment Entity.
=> Select Menu from the Home Dashboard
=> Then select Investment Entities
=> Select the Investment Entity associated with the document
=> Select the Investments tab
=> Click on the investor’s name
=> Select the Documents tab
When you are managing documents for several investor accounts, you may want to navigate from the Investor Accounts page.
=> Select Menu from the Home Dashboard
=> Then select Investor Accounts
=> Select the Investor Account to receive the document
=> Select the name of the investment
=> Select the Documents tab
When you are managing documents for specific individuals, you may want to navigate from the Contacts page.
=> Select Menu from the Home Dashboard
=> Then select Contacts
=> Select the name of the investor to receive the document
=> Select the Investments tab
=> Click on the name of the investment
=> Select the Documents tab
Each path leads you to the same page.
Click the box next to the file you want to delete. Click on More actions and select Delete documents.
From the confirmation dialog box, click Yes, delete this document and then Delete to complete the action.
Should you encounter an issue with a broken link to a document, contact [email protected] and send the link for the investment with the name of the document you cannot retrieve.
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Support Information
If you have more questions or feedback, please use the live chat in-app (located in the bottom right corner) or contact [email protected].