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 different types of documents are included, such as:
- Contact documents - any documents a contact holds
- 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: You can use the live search and filters to locate a specific document. Just click the Enable Filter button to view the available filters.