How to Generate Tearsheets in the CRM
Tearsheets within the CRM offer your team the data they care about the most, all with the click of one button. Tearsheets present easy-to-access, customizable, print-ready reports that summarize and optimize how you consume the data you need now. Some Tearsheets come standard with your CRM subscription. If you would like to discuss creating a […]
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 [Legacy UI]
Note: This legacy version is no longer actively updated. 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 […]
How to Export Mailing Lists from Correspond as a CSV File [Legacy UI]
Note: This legacy version is no longer actively updated. 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 […]
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 […]
How to Create a Group in the VDR/Portal
To create a Group in your VDR/Portal 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 VDR/Portal to have access to the documents shared with this group, skip the step of adding users and […]