Additional Features
12.1 Search Functionality
Global Search:
Search bar available in header (platform admins)
Search across projects, organizations, users
Auto-complete suggestions
Recent searches saved
Project Search (Investors):
Search by project name, location, or keywords
Filters and search work together
Results update in real-time
12.2 Notifications System
Notification Types:
System announcements
Project status changes
Investment confirmations
Distribution payments
Document uploads
KYC status updates
Security alerts
Notification Delivery:
In-app notification center (bell icon)
Email notifications
SMS (optional, for critical alerts)
Push notifications (if mobile app enabled)
Managing Notifications:
Navigate to Settings → Notifications
Toggle notification types on/off
Choose delivery channels
Set frequency (real-time, daily digest, weekly)
12.3 Document Upload & Management
Supported File Types:
PDF (recommended for legal documents)
DOCX, DOC (Microsoft Word)
XLSX, XLS (Microsoft Excel)
JPG, PNG (images)
ZIP (for multiple files)
File Size Limits:
Maximum per file: 50 MB
Maximum total per project: 500 MB
Document Organization:
Documents organized by project
Categorized by type (legal, financial, property, etc.)
Version control for updated documents
Search and filter by document name
12.4 Multi-Organization Support
For Issuer Admins Managing Multiple Organizations:
Organization Switcher:
Located in sidebar
Shows current organization with building icon
Click to view list of all organizations
Select to switch context
Data Isolation:
Each organization's data is completely separate
Projects cannot be moved between organizations
Team members are organization-specific
Analytics and reports are per-organization
Benefits:
Single login for multiple organizations
Easy switching between organizations
Consistent interface across organizations
Centralized notification management
12.5 Responsive Design & Mobile Access
Mobile Optimization:
Fully responsive design works on all devices
Mobile-friendly navigation (hamburger menu)
Touch-optimized buttons and controls
Optimized images for mobile data usage
Tablet Support:
Optimized layout for tablet screens
Touch gestures supported
Portrait and landscape orientation
Browser Compatibility:
Chrome (recommended)
Firefox
Safari
Edge
Minimum browser versions: released within last 2 years
12.6 Data Export & Reporting
Export Options:
For Issuer Admins:
Export investor lists (CSV, Excel)
Export financial reports (PDF, Excel)
Export project data (JSON, CSV)
Export transaction history (CSV)
For Investors:
Export portfolio data (CSV, Excel)
Export transaction history (CSV, PDF)
Export tax documents (PDF)
Export distribution history (CSV)
For Platform Admins:
Export all data types
Bulk data exports
Scheduled automated exports
API access for custom integrations
12.7 Support & Help Center
Getting Help:
Help Center:
Navigate to Support or Help in main menu
Browse FAQ articles
Search knowledge base
Watch tutorial videos
Submitting a Support Ticket:
Navigate to Support → Contact Us
Select issue category
Describe your issue
Attach screenshots (if relevant)
Submit ticket
Receive ticket number and email confirmation
Live Chat:
Available during business hours
Click chat icon in bottom right
Connect with support agent
Chat history saved to your account
Email Support:
General inquiries: [email protected]
Technical issues: [email protected]
Security issues: [email protected]
Investment questions: [email protected]
Response Times:
Critical issues (security, transactions): 1 hour
High priority (account access, KYC): 4 hours
Normal priority (general questions): 24 hours
Low priority (feature requests): 3-5 business days
12.8 Platform Updates & Changelog
Staying Informed:
Platform updates announced via email
Changelog available at Help → What's New
Major features highlighted in dashboard notifications
Maintenance windows announced 48 hours in advance
Release Schedule:
Major releases: Quarterly
Minor updates: Monthly
Security patches: As needed
Maintenance: Sundays 2-4 AM EST
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