Streamline document sharing
A new column in the Document Library shows you if a document has been shared or not and who it has been shared with.
What's important or valuable about this change?
These enhancements will help you streamline document sharing workflows, such as sharing a large volume of Form K-1s with interest holders ahead of tax season. Easily keep track of which documents have been shared with interest holders and which ones have not. You can also filter the Document Library by sharing status which can help you quickly see which documents still need to be shared.
What do I need to do?
See the new ‘Shared with’ column in the Documents Library. You can filter down to ‘Shared documents’ or ‘Not shared documents’ by clicking on the filtering menu in the Documents Library search bar.
How do I learn more or get help?
For more information on the Documents Library and distributing Form K-1s, visit our support site.