Documents

The Documents page is a centralized location where you can view all the documents you have access to, including the following types:

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: you can use the live search and filters to locate a specific document.