A single campaign can include both an investor’s personalized document links and a shared fund-level document. The personalized links are generated automatically when the campaign is sent. The fund-level document is added manually by pasting its portal link into the campaign body.
Because the fund-level document is shared through a portal link rather than an attachment, the portal checks each recipient’s permissions when the link is opened. Only investors with access to the fund can view the document.
Before you begin: The fund-level document and the investors receiving the campaign must belong to the same fund. Investors outside that fund will not be able to open the document link.
Steps
- Create an Investing Entity (fund-level) document package, add the fund-level document, and submit it for review. Once the package is approved, the document is published to the portal. The document link will not resolve until the package is published. For help creating a document package, see How to Upload a Document Package.
- Open the published fund-level document in the portal viewer and copy its URL from your browser’s address bar. For help locating a document, see How to Find and View a Document.
- Create the Investor (investor-level) document package containing the investor-specific documents, and publish it.
- From the investor-level package’s Document Package Details page, click Create Campaign. The campaign automatically includes each recipient’s personalized document links. For the full campaign workflow, see How to Create a Campaign.
- In the campaign message body, paste the fund-level document URL you copied in Step 2. The same link is used for every recipient; the portal validates each investor’s access when the link is opened.
- Preview the campaign, optionally send yourself a test message to confirm formatting, and submit for review.
Note: Only investors with access to the fund can open the fund-level document link. Recipients without access will receive an error message instead of the document.