What are the Delivery Options for Investor Correspondence?
An Investor Correspondence Batch record is the vehicle that delivers documents to Investor Contacts via email and/or ShareSecure (using Investor Correspondence Preferences) for an Entity. When sending an Investor Correspondence Batch, items are delivered to Investor Contacts according to their Investor Correspondence Preferences per the Correspondence Type (see below). When creating a new Investor Correspondence […]
How to Select and Add Contacts to a Mailing List
Select Contacts for your Mailing List Contacts may be pulled from: Reports (a), or Prior mailings (b) Reports are used to generate “smart” lists of contacts to support mailings. Mailing lists may also be populated by contacts from prior mailings. When building mailing lists, it is also possible to combine contacts from reports by importing […]
How to Export Mailing Lists from Correspond as a CSV File
There is currently no ‘Export as CSV’ option found within the Mailing Lists tab in Correspond. However, there is a workaround that allows you to export a specific mailing list found under the Mailing Lists tab by creating a test mailing and exporting the mailing list from there. To do this, follow these simple steps: […]
How to Connect an AIM Contact with a ShareSecure End User Contact
Are you having issues seeing ShareSecure data for your investors within AIM? If you have already created the end user in your ShareSecure portal, the end user may not be linked to the AIM contact record. Best practice calls for you to connect your ShareSecure users to AIM by taking the necessary steps below to […]
How to Download vs View in ShareSecure
In the ‘Users’ section of ShareSecure, an admin may click a user’s name to display that user’s detailed activity, which includes a ‘Viewed’ checkbox next to document names. One of our commonly asked questions is whether or not the ‘Viewed’ check indicates that the documents were Viewed, Downloaded, or both. Within this column, ShareSecure does […]
How to Create a Group in ShareSecure
To create a Group in ShareSecure follow these steps. Groups help increase the efficiency of document sharing and help with organization within your portal. Steps: Note: If you would like to include all users in your instance of ShareSecure to have access to the documents shared with this group, skip the step of adding users […]
How to Customize the Watermark
ShareSecure offers an organization-wide setting that will apply a watermark to all PDF documents. If watermarking is enabled for your instance of ShareSecure, PDFs will be stamped with details such as username or download time. Note: If enabled, all PDFs in your portal will be watermarked. However, it can be changed on a per-document basis. […]
How to Clone Users in ShareSecure
The Clone option in ShareSecure provides the ability to Clone or copy either Documents, Groups, or both from one user to another. This is a useful tool if you’ve created a new user and you’d like to grant them specific access. Using the Clone option will copy the access from one user’s page and replicate […]
How to Connect the ShareSecure API Key to AIM
ShareSecure for Salesforce requires a unique, self-generated API key for each Admin user. The ShareSecure API key is the token that will connect AIM to the correct ShareSecure portal. To retrieve the API key you’ll need to generate it manually with the click of a button as detailed in the steps below. Steps: 4. Scroll […]
How to Edit Fields Displayed On a Related List
Salesforce provides Admins the ability to add, remove, or reorder the fields that are displayed on a Related List. Prerequisite: Steps: Note: To display more than the first four fields in the Salesforce Lighting environment, admins need to select the related list component in the Lightning App Builder and choose ‘Enhanced List’ as the related […]
