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User Guides / Webinars / Product Updates

Resources

User Guides

Follow a manual added link
ShareSecure Command Center – Management Component

User Guide – View or Download

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ShareSecure LP Experience

User Guide – View or Download

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ShareSecure Command Center

User Guide – View or Download

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ShareSecure Admin User Guide

User Guide – View or Download

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Interactions

User Guide – View or Download

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AIM Inbox

User Guide – View or Download

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Correspond Market Edition

User Guide – View or Download

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Correspond Investor Edition

User Guide – View or Download

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Correspond Investor Edition – Match by Filename User Guide

User Guide – View or Download

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PPM

User Guide – View or Download

Webinars and Videos

Reporting with AIM 101

Integrations with AIM

Harness the Power of Interactions

Redefining the GP-LP Relationships

Leveraging the Power of AIM and Lightning

Deal Flow Management Solution with Altvia’s AIM

AIM Lightning Training

Working with Altvia – Our Client’s Point of View

Raising a New Fund? – Altvia Can Help!

Customizing and Optimizing Your AIM Pages

Find the Recycle Bin in Salesforce Lightning

Schedule Reports to Send to Others by Subscribing

Product Updates by Product Type

Link to: AIM Product Updates
AIM-CRM

Product Updates

Release Notes
Link to: ShareSecure Product Updates
SECURE ENGAGEMENT

Product Updates

Release Notes

How-to Articles

Popular
  • How to Install Lightning for OutlookSeptember 3, 2020 - 8:09 pm
  • How to Split Investor Correspondence PDFsJune 18, 2020 - 2:18 pm
  • How to Send Notifications after Creating an InteractionJune 18, 2020 - 2:20 pm
  • Correspond: Investor Edition – FAQ’sJune 23, 2020 - 11:35 pm
Recent
  • How to Manage Master Investor Contacts (MICs)November 15, 2022 - 9:34 pm
  • How to Export Reports to ExcelOctober 4, 2022 - 8:57 pm
  • How to Merge AccountsSeptember 2, 2022 - 3:25 pm
  • How to Select and Add Contacts to a Mailing ListAugust 16, 2022 - 4:23 pm

AIM CRM

Secure Engagement

Document Generation

Email Marketing

Salesforce Trailhead Training

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