K1A: Upload template is difficult to use

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

Remove hidden requirements (i.e. partner EIN) or clearly highlight them. Provide user instructions. Provide feedback on errors like K1N. Users consistently mention this template does not work. Usually it's because it's way to complicated to figure out.

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

Make the bulk upload of investments actually work.

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

Everyone

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.

Make our template simpler and easier to use with clear instructions and clear feedback when an issue is encountered.