Documents

The Documents tab presents all fund related documents you have access to. Depending on how the system is set up, you can toggle between two different views - Tiles View or Table View (Click here for more information). Various types of documents are included, such as:
  • Contact documents - any documents contacts hold
  • Investor documents - any documents either one or more of an investor's entities holds, per entity.
  • Fund documents - fund-related documents are grouped together along with the relevant investment documents in a dedicated section, per investor.

  • Investment documents - are grouped together in a dedicated section, per investor


NOTE: Use the live search and filters to locate a specific document.