You can now choose exactly which document types to include when bulk exporting investor documents — no more downloading everything just to get what you need.

Whether it's W-9s, government IDs, side letters, or signed certificates, you're in control of what gets exported.

What's new

• Subscription documents — choose to include or exclude signed certificates from the export
• AML/KYC documents — select specific document types (W-9, government ID, evidence of authority, and more)
• Side letter documents — bulk download side letters in one click
• Other documents — include investor- or FM-uploaded documents as needed

This feature is now available for everyone — give it a try.