To send an update, first open Visible. Click on Updates along the left side of your screen. Click + New Update top right of your screen
The bold text at the top will serve as the subject line of your update. Write a subject line. This is what your investors will read first. You can then add text and content to your update.
Once you have your update drafted and reviewed. You should send a test update to view the format of the update in your email inbox. Click Send v in the top right. This will allow you to choose the contact lists, and other contacts you want to send the update to. Then, click Send.
After the update is sent, you can view the open %, share the update via link, and download it as a PDF
Find links below that might be helpful:
Step One: Click Updates
On the left side navigation panel, click Updates
Step Two: Select +New update
Click +New update at the top right of your screen
Step Three: Add a Title and create content for your update
Name your update and add the text, charts, tables, files, images and properties to your update
Step Five: Click Send and choose the contacts or lists you want to send the update to
Add the recipients you want to send the update to and click send
Step Six: Once your update is sent, you'll receive the notification below:
You'll receive a notification that your update has been sent
Step Seven: View the stats on how your update is performing
You can share any sent Updates via a link or download locally as a PDF. Please reach out if you would have any questions!