Previewing document notifications | FundCentre Reporting (formerly InvestorVision)

  • Updated
InvestorVision is now called FundCentre Reporting.
During this transition, you may see both names in the application and related documentation.
View the FAQ about what's changing

Applies to: General partners
 

Notifications are automatically sent when a user is added to InvestorVision and when documents are distributed. In addition, you can create a notification when you need to provide information to investors when there is no document content to share.

I want to

  • Preview a document notification before I send it

Steps

You can preview notifications for a document. To send or resend notifications, use the Notifications tab.

  1. In the left pane, click Documents.
  2. Click the document for which you want to view notifications.
  3. Click the Preview Notifications tab.

Additional information

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