How Do I Add a Category to Documents After Sending an Investor Correspondence Batch?
Investor Correspondence automatically includes three Categories with the send of each batch:
- Batch type
- Investor legal name
- Batch name.
If you send a batch of Documents to ShareSecure and wish to add a Category to that entire batch, follow the steps below.
- Navigate to Documents then to Categories in the top header
- Enter the Investor Correspondence batch name in the “Search Categories” box. The Category list will filter down to the batch name.
- Click on the Category name.
- Click “Add more Categories to these Documents”.
- Enter one or more Categories to add to the batch.
- Click the ‘Add’ button. The page will refresh and all Documents in that batch will be updated with the new Category names added.