Fund Details Page: Documents Tab

The Documents tab located on the Fund page displays all of the investor and fund files and folders associated with the fund. By default, folders are grouped at the top of the table with individual files listed below. Here you can use the available filters to view, edit, move or remove files and folders as well as add a new folder, download all files or perform a bulk file upload. This includes any pending files which will be easily detected by a yellow tag.

The Documents table has the following columns

• Documents - folders are always grouped at the top
• File ID - the system ID for a file
• Date created - the date the file was created
• Date published - the date the file was published
• Upload ID - the hyperlinked Bulk Upload ID associated with the file
• Created by - the name of the Admin who created the file
• Status - Published or Pending
• Manage - Edit or Delete a file

Adding Folders

Add folders by clicking on +New Folder. Enter the folder name and a folder will be created. By default, the folder is visible to Admins and Contacts. If Contact Permissions is enabled, folder access will be governed by the Contact Permissions.

Editing Folders

• Click Edit to modify the folder name.
• Acces types include Admins and Specific contacts and Admins only.

Moving Documents /Folders

To move documents/folders begin by using the check boxes on the left-hand side to indicate the selected documents/folders. Then click the Move button and select the desired destination location in the popup and click OK.

Once a document or folder is successfully moved, a green banner appears at the top of the page summarizing the completed action.