How to Use the Communication Grid

The Communication grid is used to give a contact access to an Investor’s documents. Access can be given through the Investor’s or the Contact’s Communication grid. Changes to the Communication Grid are not active until the changes have been approved.

Contact Record

1. Create a new Contact record or navigate to the edit screen of an existing Contact.
   • If creating a new Contact, satisfy all of the required fields.
2. Navigate to the Contact section.
3. Click Add Investor.
4. Select the Investing Entity with which the Investor is associated.
5. Select the Investor.
6. Click Add.
7. A row with the Investor and Investing Entity Names will appear.
8. To grant a Contact access to all folders for the Investor/Investing Entity pair, click Grant All Access. A check mark will appear in each cell, indicating that the contact has access to each folder.
9. To remove all folder access for the Investor/Investing Entity pair, click Remove All Access. The check marks will be removed from each cell, indicating that the contact does not have access to each folder. 
10. To give a Contact access to individual folders, click the cell in the corresponding folder row. A check mark will appear, indicating that the contact has access to the folder. 
11. To remove access from individual folders, click the cell in the corresponding folder row. The check mark will be removed, indicating that the contact does not have access to the folder. 
12. To add additional Investors, click Add Investor +.
13. Submit the record for review. Once approved, the contact will be given access to the Investor’s folders.

Investor Record

1. Create a new Investor record or navigate to the edit screen of an existing Investor.
   1. If creating a new Investor, satisfy all of the required fields.
2. Navigate to the Investor section.
3. Click Add Contact.
4. Select the Investing Entity of which the Contact should be added.
5. Select the specific Contact.
6. Click Add.
7. A row with the Contact and Investing Entity names will appear.
8. To give a Contact access to all folders for the Investor/Investing Entity pair, click Grant All Access. A check mark will appear in each cell, indicating that the contact has access to each folder.
9. To remove all folder access for the Investor/Investing Entity pair, click Remove All Access. The check marks will be removed from each cell, indicating that the contact does not have access to each folder. 
10. To give a Contact access to individual folders, click the cell in the corresponding folder row. A check mark will appear, indicating that this contact has access to the folder. 
11. To remove access from individual folders, click the cell in the corresponding folder row. The check mark will be removed, indicating that the contact does not have access to the folder. 
12. To add additional Contacts, click Add Contact.
13. Submit the record for review. Once approved, the contact will be given access to the Investor’s folders.