Sharing means as an Advisor is sharing or "pushing" a Document or Article to a Household's CircleBlack Investor portal. If CircleBlack Investor users have the CircleBlack mobile app, they can set up notification preferences to be alerted via push notification or email when their Advisor shares a Document or Article.
Note: CircleBlack Reports, which are considered documents, can only be shared with the Household for which they were generated.
The following details the steps for sharing a Document:
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From the Document Vault page, click on the Share icon for Document you wish to share.
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If it’s a CircleBlack Report, you’ll receive a message saying that the report is intended for that Household and can only be shared with that household. Click the Share button.
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Then, you’ll see the timing approval window, which allows you to select when you'd like the Document to be shared: immediately (assuming it's approved) or on a date and time. If your Compliance officer has set up an auto-approval, as soon as you click Submit the Document will be shared.
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If it’s a document that you uploaded like an Article or Newsletter, sharing a Document will function the same as sharing an Article. An Article will be routed to the Compliance Officer’s content approval queue. Once the Article is approved for sharing, you’ll be able to share with your Households.
There are two ways to share Articles so they appear as Insights to your clients:
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Manually by selecting all Households or one or more Households
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Set a "target criteria" so the Article is shared with Households that meet that criteria