VDR/Portal

Boost LP engagement with the VDR/Portal. Whether you’re a seasoned pro or a beginner, our dedicated support is here to help you extract the maximum value from our platform.

Articles

Administrative

How to Update an Investor Contact’s Email Address

How to Use the VDR/Portal Command Center

How to Update a VDR/Portal End User’s Email Address

How to Update Your VDR/Portal Information for End Users

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VDR/Portal Reports

How to Download vs View in the VDR/Portal

Documents

Email Notification Options When Uploading a Document to the VDR/Portal

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

How to Customize the Watermark

Groups

How to Add VDR/Portal Users to Groups from the Users Tab

How to Add VDR/Portal Users to an Analytics Dashboard

How to Create a Group in the VDR/Portal

User Guides

VDR/Portal Landing Pages

View or Download

VDR/Portal Workspaces

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VDR/Portal Admin Updates

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VDR/Portal Admin User Guide

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VDR/Portal Command Center

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VDR/Portal LP Experience

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VDR/Portal Training

Learn how to manage and share content, set up users, and monitor LP engagement.

VDR/PORTAL

Manage Content in the LP Portal

Self-paced Training Module