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

Investor Correspondence automatically includes three Categories with the send of each batch: 

1. Batch type
2. Investor Legal Name
3. Batch name

If you send a batch of Documents to ShareSecure and wish to add or remove a Category to that entire batch, follow the steps below.

Steps:

1. Navigate to “Documents” in the top header.
2. Enter the Investor Correspondence batch name in the “Filter Categories” search box.  Select the category and the category list will filter down to the given search parameters.

3. Click the checkbox next to ‘Document’ to select all documents. Then, click ‘EDIT’ in the blue ribbon.

4. On the ‘Edit Selected Documents’ popup locate the “Add categories” or “Remove categories” search box.
   • Add categories: Search for existing categories or add new categories
   • Remove categories: search for the category you need to remove
5. Repeat step 4 to select more categories.
6. Once all categories are in the search box, click “Submit”.