Updating a document's metadata | InView

Product: InView
Applies to: Managers and Portal Administrators
 

When documents are added to the portal, the following standard fields, referred to as metadata, are populated.

• Name - The original name of the file. This field cannot be changed.
• Download Name - The portal set name for all documents. This field cannot be changed.
• Document Type - The type of document, such as financial statement, capital call, and so on.
• Fund Name - The fund to which the document applies.
• Asset Manager - The asset manager of the fund. This field cannot be changed.
• Effective Date - The effective date of the document. 
• Published Date - The date that the document is published to the source system. This field cannot be changed.
• Investment - The investment associated with the document.
• Source - The system from which the source document came from, such as InvestorVision, upload, and so on. This field cannot be changed.

If the workflow for a document has not been claimed, you can update the metadata.

I want to

• Update the information about a document

Steps

1. Click the Documents tab.
2. Click the name of the document you want to update.
3. Click the Details tab.
4. Make any changes.
5. Click Save. 

Note: If you have made changes that impact the calculation of the due date, the due date is not automatically recalculated. You must manually update the due date.