How to Rename a Field in Analytics
The names of fields in widgets are taken from the data source (cube). To make these names more comprehensible, you can rename the fields in your widget. Steps: *Note: Renaming the field will only change the name at this specific widget level. If you want the field renamed for your entire cube, please contact Altvia […]
How to Change Widget Colors in Analytics
The Widget Designer automatically assigns colors and provides the following options for manipulating the colors: Single Color Note: To select a custom color that does not exist in the palette, enter a hexadecimal value into the “#Custom” field Range of Colors Left/Right Colors: Click the color rectangles at the right and left to change the […]
How to Send an Investor Correspondence Batch
Altvia Correspond: Investor Edition enables your communication with Investor Contacts by generating and delivering documents via email and the VDR/Portal for capital calls, distributions, tax documents, and general correspondence. Click here to view the Investor Correspond User Guide. Prerequisites for Sending a Batch To send an IC Batch, you’ll need to ensure that the following […]
How to Split a Single Document in Investor Correspondence (PDF)
Investor Correspondence is capable of ingesting a single document and using identifiers within any PDF document to split pages out, create multiple documents, and match the resulting documents to corresponding investors for distribution. It does so by reading special codes embedded on the pages of the source document, and by matching those codes to their […]
How to Manage Master Investor Contacts (MICs)
Historically, IR professionals have needed to make time for repetitive, error-prone, manual data entry creating new Investor Commitments, updating Contact’s Correspondence Preferences, or adding new Investor Contacts to all of an Account’s Investor Commitments. Altvia’s Product Team has solved this problem with Master Investor Contacts! Master Investor Contacts (MICs) allow users to set up a […]
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 the VDR/Portal (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 […]
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 a CRM Contact with a VDR/Portal End User Contact
Are you having issues seeing VDR/Portal data for your investors within the CRM? If you have already created the end user in your VDR/Portal, the end user may not be linked to the CRM contact record. Best practice calls for you to connect your VDR/Portal users to the CRM by taking the necessary steps below […]
How to Download vs View in the VDR/Portal
In the ‘Users’ section of the VDR/Portal, 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, the […]
