STEP 2: Handling Documents
Click Investments, Documents tab, "Add Documents"
Assign access to who can see documents
Assign access to who can see documents- None: no passives can see this, only you
- Invited+: only passives that have been invited to your offering
- Interested+: only passives that have shown interest in the offering
- Accepted+: only passives who have been accepted into the deal (wiring instructions)
- Subscribed+: only passives that are subscribed (the subscription agreement has been countersigned) to the investment
- Individual Investor: the ability to upload a document to one specific investor, only visible between the Lead and selected passive
- All Investors on Roster: passives on the final roster/schedule A
Click Upload Document
Click Upload Document 
Use the highlighted buttons to
- Blue Pencil: Edit the name or access of the document
- Link: Create a link to the document to send via email
- Red Trash Can: Delete an uploaded document