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K1x Ideas
Status Shipped
Categories K1 Aggregator
Created by Guest
Created on Mar 28, 2023

K-1 Analyzer: Report showing all documents uploaded

Is there a way for us to print a list of all documents that have been uploaded (K-1s and all workpapers uploaded to the paperclip icon)in a K-1 Analyzer Tenant?

We are looking for something that will provide the following all in one place for all batches uploaded for the tenant:
-Investment Name
-Upload Date
-Uploaded By
-Name of file uploaded (the name of the pdf that was uploaded)

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  • Guest
    May 23, 2023

    K1X is currently working to improve the usability and design of our K-1 products. Once that work is complete, we will be reviewing ideas such as this one to implement in that new experience.