LogiPro Investor Portal

Introduction

• Purpose of the Portal

Setting up the Portal Configurations

• General Settings
• Granting permission to LogiPro users to give Portal access
• Setting which Document Type Groups should be displayed in the Portal
• Setting up 'Portal Access Notification' Email Document Templates
• Portal Access Document Templates: Mergefields
• Portal Access Document Templates: Investor/Contact Merge Statement
• Portal Access Document Templates: Sample Templates

Portal user administration

• Controlling Access to the Investor Portal
• How to Control Portal Access for the Beneficiary Investor Contact
• How to Control Portal Access for Additional Investor Contacts
• Granting Portal Access for Each Email Address

Using the Portal

• Getting access to the Portal
• Accessing and Downloading Documents in the Portal
• Navigating Investor Portal on your Mobile
• Controlling which Document Types are visible on the Portal