Your provider needs a few facts about an entity, such as its formation state, rather than a document.
In Rhodes: Secure shares
Rhodes can share named details from an entity or an investment with a provider. A request like this starts when you ask Rhodes by email, and nothing goes out until you approve it.
If the provider needs details together with documents, add them to the documents' share instead, with Cover details (optional). See Send Documents to a Provider.
Plain email or secure share
Rhodes decides how the details travel, by what they are. Neither you nor the wording of the request can change it.
- Plain email. When every detail is on the plain list below, Rhodes emails them to each address on the list, with no link. The share's page says "Rhodes emailed the details to each address". There's nothing to revoke or extend afterwards, because the email already holds the details.
- Secure share. If even one detail isn't on the plain list, the whole set goes as a secure share, the same as documents: a one-time code, an end date, an activity record, and Revoke share. After the code, the page lists the details. There's nothing to download.
What can go by plain email
For an entity: legal name, formation state, address (not for a person), registered agent, formation date, short name, other names it's known by, entity type, status, legal structure, tax classification, business purpose, state registrations, state ID numbers, managers, officers and partnership representatives.
For an investment: nothing. An investment's name is always sent securely, so every investment request is a secure share.
Everything else goes only by secure share. That includes the EIN, the last 4 digits of an SSN, notes, members, trust details, trustees and beneficiaries, the parent entity, and an investment's value and description. So does any detail Rhodes hasn't classified.
If a detail changes after you share it
The share page won't show a value that changed after you sent it, not even the old one. The recipient sees "These details have changed", and the person who shared it gets an email titled "A share needs to be sent again" (your owners and admins get it if they've left your organization). The share's page in Rhodes is marked "Changed since sent — send again". To give them the current details, share them again.