Working with reference documents | FundCentre Fundraising

  • Updated

Applies to: Fund managers (GPs)
 

Reference documents are documents that will be reused in teasers, landing pages, campaigns, funds, or documents that will be shared with LP users. Documents uploaded to the Documents area are not documents that will be reused. These documents will be shared with LP users.

Icons_Approved.svg How to add documents

  1. From the Document menu, click Reference Documents.
  2. Click Add Reference Document.
  3. Upload documents using one the following methods:
    • Drag and drop them onto the screen. You can drag and drop a maximum of 10 files at a time.
    • Click the link to select documents to upload, navigate to the documents, and click Open.
  4. In the Document Type field, select the document type.
  5. In the Effective Date field, select the date the document can be used.
  6. (Optional.) To change the name of the document click the edit button and enter the new name.
  7. Select the security features that you want to apply - Watermarking, NDA required, and Allow LP to download.
  8. Click Upload.

Icons_Approved.svg How to share documents

  1. From the Document menu, click Reference Documents.
  2. Select the documents you want to share and click Share.
  3. Enter the required fields.
  4. Select the security features that you want to apply - Watermarking, NDA required, and Allow LP to download.
  5. To skip previewing notifications, click the three dots menu and click Upload Without Publishing, otherwise click Preview Notification.
  6.  (Optional.) Click a user to preview the notification. When the document is published, all users listed will receive the notification and have access to the document.
  7. Click Upload Without Publishing.

Icons_Approved.svg How to download a single document

  1. From the Document menu, click Reference Documents.
  2. Click the name of the document you want to download to open it in the viewer.
  3. Click the download button to the right of the document name.

Additional information

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