ShareSecure

Boost LP engagement with ShareSecure. 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 Enable Your Mobile Phone Number as a Two-Factor Verification Method

How to Manage Agreements in ShareSecure

How to Connect an AIM Contact with a ShareSecure End User Contact

How to Clone Users in ShareSecure

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ShareSecure Reports

How to Download vs View in ShareSecure

Documents

How to Request a Signature and Sign a Document in ShareSecure

Email Notification Options When Uploading a Document to ShareSecure

How to Customize the Watermark

Groups

How to Create a Group in ShareSecure

User Guides

ShareSecure Workspaces

View or Download

ShareSecure LP Experience

View or Download

ShareSecure Command Center

View or Download

ShareSecure Admin User Guide

View or Download

ShareSecure Training

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

SHARESECURE PORTAL

Manage Content in the LP Portal

Self-paced Training Module

ShareSecure

Articles

Administrative

How to Enable Your Mobile Phone Number as a Two-Factor Verification Method

How to Manage Agreements in ShareSecure

How to Connect an AIM Contact with a ShareSecure End User Contact

How to Clone Users in ShareSecure

ShareSecure Reports

How to Download vs View in ShareSecure

Documents

How to Request a Signature and Sign a Document in ShareSecure

Email Notification Options When Uploading a Document to ShareSecure

How to Customize the Watermark

Categories

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

Groups

How to Create a Group in ShareSecure

User Guides

ShareSecure Workspaces

ShareSecure LP Experience

ShareSecure Command Center

ShareSecure Admin User Guide

ShareSecure Training

SHARESECURE PORTAL

Manage Content in the LP Portal