Electronic document consent | InvestorVision

  • Updated

Product: Intralinks InvestorVision
Applies to: General partners

Electronic document consent lets you request that limited partners consent to receiving documents electronically. Consent can be requested globally per account, or individually per document. Per document electronic consent is enabled by default. Global consent must be enabled by your dedicated Customer Success Manager (CSM). 

LPs can consent to receiving electronic documents globally per account, or individually per document. LPs will be asked to consent when they try to open a document if they have not previously consented to receiving electronic documents. If they do not consent, they will not be able to open the document.

To request that global electronic document consent be enabled on your portal (per document consent is always enabled), contact your dedicated Customer Success Manager (CSM). When your CSM enables global document consent, they will ask you when you want the document consent to expire. You can choose to configure document consent to expire annually on a particular date, after a specified number of days, or to not expire.

Customizing the document consent message

Important! You can only have one document consent message that applies across every fund on your portal. Consider making the consent message generic rather than specific to a fund.

  1. Click the down arrow next to your name and select Templates.
  2. Click Document Consent.
  3. Make changes to the message as needed.
  4. Click Save.


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