All the available documents investors have access to are located in the Documents tab. Simply click the tab to access all of your documents.
Typically documents are organized in Table view, however, some portals have the option to toggle between the Tiles view andTable view, depending on how the portal is configured. Changing views is quite simple. Click here to learn more.
IMPORTANT: The ability to change documents view on the portal is based on how your portal is set up. Click Contact in the main menu to reach out to your GP for more information.
TIP: For more information on the different types of documents, click here.
NOTE: Recently added documents on the Investor portal refers to any files that have been added to a folder within the last quarter (90 days). The Recently Added section will show the two most recent files that have been added to the folder.
Tiles View
By default, all of the documents a user has access to are displayed in Tiles view on the Documents Tab. This view shows all files grouped in folders by property/fund, with the most recently added documents listed at the top. The Tiles view is an effective way to view and access all the needed documents for most investors. Typically this is the only view investors will see unless your system is configured for multiple entity owners. In this case, an additional Table view is available.
Table View
In some Update Capital user portal systems, users can switch the toggle from Tiles view to Table view to gain a more efficient vantage point. The Table view displays all files in a table, allowing investors to filter and download multiple documents in one step and filter the documents in various ways. The table view is optimal when there is a higher volume of documents, as it allows entity owners to easily view and quickly access needed files.
TIP: User the live search bar and filters at the top to quickly locate a document. Or, click on the Date Created column to sort the list from most recent to oldest date.
How to Change Views
If both views are available in your investor portal, changing views on the document tab is fairly simple. With the click of a button, you can switch back and forth between the two views.
Tile view organizes documents based on the Investor
