Set Filesystem Timeframe

There are a number of good reasons to add a date to uploaded files on your system. For example, it's important to have an accurate historical record of all files that have been uploaded to a fund or user page and document when a bulk file upload was completed. Or, perhaps you need to modify the date format on a previously uploaded file to make it easier to filter and locate the file by a date later on. Regardless of the reason why, setting the Filesystem Timeframe is always a good idea. Sensr Portal offers several different ways to set dates on uploaded files.


In addition, System Administrators are able to specify the preferred calendar type format when user tags permissions are enabled in various file-related instances. The five Calendar-Type date options are listed below:

  • Day
  • Month
  • Quarter
  • Year
  • Custom Date Range

TIP: Interested in this feature? Contact customer support to enable user tags permission in your software.

Different Ways to Set Filesystem Calendar Type


Uploading a File to a Fund

  1. From the fund page, click the Documents tab and use the Upload button.
  2. This launches the File Upload Wizard.
  3. From here you can follow the workflow and select to upload to the fund or investor. Follow the workflow steps from there and use the Assigned Date field to select the date.
  4. The Upload Details section updates to display your selections in real time throughout the workflow and is also visible on the Summary step.

Uploading a File to a Contact

  1. From the contact page, click the Documents tab and use the Upload button.
  2. Select the file you want to upload.
  3. From here a popup appears. Use the Calendar Type menu to make your selection and click Save.

When Editing a File

This allows you to modify a file and set a date format

  1. From the Fund or Contact page, click on the Files tab.
  2. Click on Edit to the right of the file you want to edit.

  3. In the popup that appears, use the Calendar Type dropdown menu to select the preferred type and date.

  4. Click Save.

From the Investment Details

This allows you to set dates on individual investment files

  1. From the Fund page, locate the investment on the Financials tab and click View to the far right.
  2. On the Investment Details page, select the folder with the related file.

  3. Click the Set Dates button.

  4. In the popup window, use the checkboxes to select the files to set dates. Then make your preferred Calendar Type selections.

  1. Click Set Dates.
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NOTE: If a contact has only one file, the option to Set Dates will not appear

During a Bulk File Upload

  1. From the Functions menu, select Documents tab. By default, this takes you to the Bulk Uploads tab.
  2. Click the Upload button.
  3. This launches the File Upload Wizard.
  4. From here you can follow the workflow and select to upload to the fund or investor. Follow the workflow steps from there and use the Assigned Date field to select the date.
  5. The Upload Details section updates to display your selections in real time throughout the workflow and is also visible on the Summary step.

NOTE: If a precise date is selected during a Bulk File Upload, the date will be applied to all files that are imported in the bulk upload.

When Sending out a Statement

This allows you to add a calendar type format to add to your statement before mailing.

  1. From the Functions menu, select Statements.
  2. Click Add Statement.
  3. On the next screen, make your selections:
    1. Statement Template
    2. Fund
    3. Start date and End date
  4. Use the Calendar Type menu to select your preferred format.

  1. Click Create Statement.