Sending a follow up message to limited partners | FundCentre Reporting (formerly InvestorVision)

Applies to: General partners
 

You can send a reminder to limited partners that you have requested a document.

I want to

• Remind limited partners that I am waiting for them to upload a document

Steps

1. Click the down arrow next to your user name and select LP Documents.
2. Click the three dots menu in front to the document you want to follow up on and select Follow Up.
3. Enter a message and click Follow Up. The document’s status is changed to Follow Up.

Additional information

• Rerequesting a document from limited partners
• Viewing documents uploaded by limited partners