Updating document details | InvestorVision

Product: Intralinks InvestorVision
Applies to: General partners
 

You can update the document name, type, and publish date, as well as post the document to additional investors and funds.

I want to

• Change a document's name, type, or publish date
• Post the document to additional investors and funds

Steps

1. In the left pane, click Documents.
2. Click the document you want to view.
3. Click the Details tab.
4. (Optional.) Click in a field to edit it.
5. (Optional.) To post the document to additional investors or funds, select one of the following options.
   • To associate the document with an investor and publish the document to all users associated with the investor, select the investor.
   • To associate the document with an individual fund and publish the document to all users associated with a fund, select the fund.
6. (Optional.) To require the limited partner to consent to receiving the document electronically, select Require LP consent to view. The limited partner will not be able to view or download the document until consent is given.
7. When you are done, click Save.

Additional information

• Deleting documents