Document Generation/Correspond Investor Edition Product Knowledge - Altvia Learning

How-to Articles / Investor Edition Training

Correspond Investor Edition Product Knowledge

Correspond Investor Edition How-to Articles

Below you will find links to articles for Document Generation (Correspond Investor Edition) by features and categories.

BATCH EMAILS

Sending Emails in Correspond

Adding Categories / Email Settings / Document Types

INVESTOR EDITION FAQ’s

New Contacts / Static Documents / File Size

MASTER INVESTOR CONTACTS

Document and Email Correspondence

Delivery Options / Document Types / Email Timing

SPLITTING K-1’S/DOCUMENTS

Editing / Saving / Sending

TEMPLATE MANAGEMENT

Features and Settings

Create / Manage

Correspond Investor Edition Training

Generate and send investor specific documents such as Capital Calls, K-ls, and Distribution Notices. Watch this short how-to module to get started.

Powered By

DOCUMENT GENERATION

Generate and Distribute Investor Documents

Self-paced Training Module