Document management | InvestorVision

  • Updated

Product: Intralinks InvestorVision
Applies to: General partners
 

You can add documents and share them with investors. Any type of document can be added, however, you can only view PDF documents in the preview section.

You control which users have access to which documents by publishing them to the appropriate permission level. There are four levels that give the broadest access to the narrowest access. The levels are, from broadest to narrowest as follows:

  • GP/Portal level – all users that have access to the portal can see these documents. You might use this level for documents such as quarterly newsletters and general announcements.
  • Investor level – documents are available to all users that have permissions to specific You might use this level for documents such as summary of investments and investor-specific legal documents.
  • Fund level – documents are available to all users that have permissions on a specific You might use this level for documents such as fund information, fund performance, and fund raising documents.
  • Investment level – documents are available to all users that have permissions on specific investments. You might use this level for documents such as capital calls, distributions, and tax documents.

If the person that is responsible for uploading documents is different from the person responsible for publishing the documents, you can optionally create a workflow that allows for a review step before publishing. Workflows can be created for adding documents and adding postings.

Watermarking

You can add a watermark to documents to indicate that the information is confidential. The watermark feature must be configured by an Intralinks administrator. 

Additional information

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