Functions: Knowledge Base
Admins can view and manage all documents uploaded to Knowledge Base easily accessible under the Functions menu > Knowledge Base.
Overview
The Knowledge Base allows admins to upload documents to all contacts in the portal across all funds and investors at once. With this feature admins can share general documents like for industry reports, marketing content, and special announcements. In addition, since Knowledge Base documents are accessible to SensrAI, investors can engage with the content, ask questions and the responses can be enriched with firm specific insights to further add value to investors.
NOTE: All document uploaded to the Knowledge Base will be accessible to all contacts. To upload documents to specific contacts please use the File Wizard in the Document tab.
Edit and Delete
To edit the file or folder name, click Edit under the Manage column. To delete a file or folder, click Delete.
All Documents Report
Documents uploaded to the Knowledge Base are recorded in the All Documents Report. Use the Type filter to view the Knowledge Base documents.
Audit Log
Documents uploaded to the Knowledge Base accessed by contacts and admins are recorded on the Audit Log: Document Access tab. Use the Type filter to view the Knowledge Base documents.
