Filtering the documents list | InvestorVision

Product: Intralinks InvestorVision
Applies to: Limited partners
 

You can filter all document lists by document type. In addition, on the Documents tab, you can filter by unopened documents, document name, type, account, fund, and date published.

I want to

• Filter documents so I can find the documents I want more quickly

Steps

To find documents by document type

1. On the Home tab, click Find by Doc Type.
2. Select the type of document you want to filter by.

– Or –

1. On the Documents page, click the Doc Type filter.
2. Select the type of document you want to filter by.

To filter the list of documents

1. Click the Documents tab. The documents are listed in reverse chronological order.

   Important: If you have a large volume of investments, the Documents page may take some time to load. Do not click in the page until the documents have loaded. Clicking in the page may cause the document loading to timeout.

2. (Optional.) To view unopened documents, mark the Unopened option.
3. (Optional.) To filter by document name, type, account, fund, or date published, click the down arrow next to the filter and enter the text to search for, or select the information to filter by.

Additional information

• Viewing and downloading InvestorVision documents