Documents overview | Fundraising

  • Updated

Applies to: Fund managers (GPs)
 

There are two types of documents that you can upload in FundRaising.

  • Reference documents - Reference documents are documents that will be reused in teasers, landing pages, campaigns, funds, or documents that will be shared with other users. These documents can be uploaded without a target recipient and can be shared as many times as needed with different recipients. Shared documents appear in the documents list when they are published to a recipient.
  • Documents that will be shared with LP users - These are documents that will be shared with LP users. When uploaded and published they must have recipients. The documents become visible to users when you publish them. You can optionally send an email that notifies the users that the document is available. These documents cannot be shared with other users.

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