Viewing documents uploaded by limited partners | InvestorVision

  • Updated

Product: Intralinks InvestorVision
Applies to: General partners
 

When documents have been uploaded, an alert is displayed when you log in. Documents that have been uploaded and not reviewed, have a status of Needs Review on the LP Documents page.

I want to

  • View documents uploaded by limited partners

Steps

  1. Click View next to the The LP Documents page is displayed with a list of the documents that need to be reviewed.
  2. Click on a document to review it.
  3. Select whether to accept the document, re-request the document, download the document, or cancel the request. Re-requesting a document sends the request back to the limited partner.

Additional information

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