How to Add a Category to Documents After Sending an Investor Correspondence Batch

Investor Correspondence automatically includes three Categories with the send of each batch: 

1. Batch type
2. Investor Legal Name
3. Batch name

If you send a batch of Documents to ShareSecure and wish to add a Category to that entire batch, follow the steps below.

Steps:

1. Navigate to Categories in the top header.
2. Enter the Investor Correspondence batch name in the Search box.  The Category list will filter down to the given search parameters.

3. Click on the Category name.
4. Click “Add more Categories to these Documents”.
5. Enter one or more Categories to add to the batch.
6. Click the ‘Add’ button.  The page will refresh and all Documents in that batch will be updated with the new Category names added.