How to Update a VDR/Portal End User’s Email Address
As an admin in the VDR/Portal, you can update end user’s email addresses who are not global users. Below are the steps on how to update an end user’s email address in the VDR/Portal. Steps: Global User Consideration: If the “Email” field is not editable and you can only edit the “Access Expiration Date”, the […]
How to Update Your VDR/Portal Information for End Users
In the VDR/Portal, end users can update account information such as Name, Company, Email, and if you’d like to receive emails when a document is shared with you. Steps:
How to Verify Field Availability on a Report Type
CRM Reporting allows you to view which fields are available for a particular report type before creating the report. Additionally, you can filter by object(s) or field(s) to determine which report type to use. Steps to verify which Fields are available: Steps to filter Report Types by Object(s) or Field(s):
How to Use the “Filter from Report” Button in an Investor Correspondence Batch
If you want to send documents to select recipients in an Investor Correspondence batch, create a report in the CRM with filtered results. This can be useful in situations like LPs needing a special version of a static document. Steps:
How to Restore Items from the Recycle Bin
Users can access the Recycle Bin to recover data they deleted within the CRM. Items within the Recycle Bin are permanently deleted after 15 days. Steps: Note: Once an item is deleted from the Recycle Bin, it is permanently unrecoverable. Restored documents will appear back in the location they originated from.
How to Send a Test Email Before Sending Your Mailing
When creating a mailing within Correspond: Market Edition, it is best practice to send a test email to ensure all edits look correct and the email was received correctly. Follow the steps below to create a test email. Steps:
How to Add Workspace Admins
As a VDR/Portal Hub admin, you have system permissions to add admin users to your VDR/Portal workspace. Steps: Note: Once the Workspace admin(s) have been added, please send the “How to Connect the VDR/Portal API Key to the CRM” article to all VDR/Portal admins who are CRM users. This article will provide instructions on how […]
How to Add VDR/Portal Users to an Analytics Dashboard
Often times there are Analytics Dashboards imbedded within the VDR/Portal. VDR/Portal admins can manage which VDR/Portal users can access specific embedded dashboards. Steps: Note: It may take up to an hour for the Analytics tab to appear after adding a user to the Analytics Dashboard group.
How to Enable Your Mobile Phone Number as a Two-Factor Verification Method
Users have the option to deliver two-factor authentication codes via email or SMS. If you do not have the option to receive them via text message you can easily add this option to your account. Steps:
How to Install the Salesforce Gmail Integration
To install and access the Salesforce extension for Gmail, please read the Salesforce Help Article on Gmail Integration System Requirements before getting started and follow the steps below. Settings Required: Steps:
