Documents

The Documents page is a centralized location where you can view all the documents you have access to. Use the the live search and filters to locate a specific document. Document types include the following:

Personal - contact-specific documents shared with a specific contacts
Investor - investor-specific documents shared with the contacts related to the investors
Fund - fund-level documents shared with the entire fund
Knowledge Base - firm-level documents shared with all contacts across all funds and investors

NOTE: Read-only documents are indicated with a lock icon. These documents are restricted from the download and print functions.