### How to share documents with investors

1. Navigate to the fund containing the documents you'd like to share.
2. Click into the _Partners_ tab, then select _Documents_.
3. Check the box to the left of each document you'd like to include.
4. Click **Actions** and select **Share documents**.

##### Indicate how you'd like investors to be notified.
- Choose **Send immediately** to send a customizable notification to recipients immediately.
- Choose **Send with daily digest** to group the notification with other daily updates in a single email.
- Choose **No Notification** to simply make the document(s) available for viewing in the LP's Carta account.

##### Select whether investors will be required to log into Carta to view the document(s).
- If you choose to require login, the email notification will contain a **Log in to view** link. Customers have found this option particularly helpful when sending K-1s containing sensitive partner information.
- If you choose not to require login, the email notification will contain a **Download** link. These links expire after 15 days, but the LP will still be able to view shared documents through their Carta account.

##### When finished, click **Share**.