Working with documents | FundCentre Fundraising

1. From the Document menu, click Documents.
2. Click Add Document.

3. Upload documents using one the following methods:

   Option 1: Upload individual files

   • Drag and drop files into the left upload area. 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.

   Option 2: Upload a ZIP file

   • Drag and drop a ZIP file into the right upload area. Maximum total size for ZIP file is 1 GB.
   • Click the link to select ZIP file to upload, navigate to the documents, and click Open.
4. (Optional.) To rename the document or file, click the edit button and enter the new name.
5. Set Document Details:
   • For individual files, select Document Type for each file.
   • For ZIP uploads, select Default Document Type. This applies to all files in the ZIP file.
   • The Document Group is automatically filled based on the selected type.
   • Enter the Effective Date.
   • Select the security features that you want to apply - Watermarking, NDA required, and Allow LP to download.
   • (Optional.) To indicate to the LP that this is an important document, select Highlighted. You can add and remove highlights later on the Document List page by clicking the star icon in the Highlighted column. 
6. Click Select Permissions.
7. Select Entity Type and complete the required fields.
8. Select a Permission Level.
9. Click Review Notification. 
10. Select one of the following options:
    • Publish Without Notification.
    • Publish and Send Notification, or 
    • From the three dots menu select Upload Without Publishing.

Important!

1. If you select Contact as the Entity Type, you can add more than one contact. Select the contacts from the drop-down list. You can also start typing to find and select the contacts.
2. If you select NDA required for any document, the Signed NDA Received checkbox must be selected at the Contact level. Otherwise, LP cannot open the document and will see an NDA not Accepted error.

You can bulk upload documents using an Excel spreadsheet. A template is provided that you can download and update. You then must add the spreadsheet and all of the files to upload to a ZIP file, then upload the ZIP file. There is no limit on the number of documents that you can upload, however, the maximum size for the upload is 1GB.

1. From the Profile menu, select Bulk Actions.
2. Click Bulk Upload.
3. In the Upload Name field, enter a name for the upload.
4. In the Upload Type field, select Documents.
5. If you have not already done so, download and complete the template.
   • Click Download Template.
   • Open the template and add your investor information. Required fields are indicated by an asterisk. Click the Template Format tab for details about completing the template.
   • Save the changes.
   • Add the spreadsheet and all of the files to upload to a ZIP file. This is the file you will upload.
6. Click Select File to Upload.
7. Navigate to the file and click Open.
8. Click Upload. You can view the status of a bulk upload on the Bulk Actions page.
9. A status page is displayed. The following options are available:
   • Download Error File - This option is available if errors were found in the upload.
   • Download Original File - Lets you download the file that was uploaded.
   • Rollback - Rolls back the upload. Click Confirm to continue.

You can update document type for published documents directly from the Documents grid.

1. From the Document menu, click Documents.
2. Select documents for which you want to update the document type.
3. Click Update Document Type in the blue bar.
4. Select Document Type from the dropdown list
5. Click Save.

You can replace a published document directly from the document Details tab 

1. From the Document menu, click Documents.
2. Click the document that you want to replace.
3. Click the three dots menu icon on the top-right corner of the screen.
4. Select Replace
5. Select the document from your device and click Open.
6. Click Confirm.

After the document is replaced, no notifications are sent to LPs. The document name does not change after replacement. All replacement activity is logged in the Activity Log tab.

Important! Media image and video files cannot be replaced.

View and delete document versions

A Versions tab is created the first time you replace a document.

1. From the Document menu, click Documents.
2. Click the document for which you want to view a version. 
3. Click the Versions tab. The Versions tab shows all versions of the file, including:
   • Latest - the most recently replaced file
   • Version 2, Version 1 - previous versions, each showing who replaced it and when
4. Click the Download icon next to any version to download it.
5. Click the Delete icon to remove a previous version. You can have a maximum of 5 versions in total, including the Latest version.

Note: 

To remove latest version, click the three dots menu and select Delete.

Important!

• A maximum of 5 document versions is supported.
• If the limit is reached, delete older version before uploading a new one.
• The system displays an error and blocks replacement when the limit is exceeded.

1. From the Document menu, click Documents.
2. Select the documents you want to publish or unpublish.
3. Select one of the following options:
   • Publish and Send Notification - Publishes the document and sends notifications.
   • Publish Without Notification - Publishes the document and does not send notifications.
   • Unpublish - Unpublishes the document. Users will not be able to access the document.

When you download documents, they are sent to the Export Data area where you can download them to your local machine as a ZIP file. You can access the Export Data area any time by clicking Exported Items from the Manage menu.

Note: You can now download up to 50 documents or a total size of 1 GB in a single action. The system allows partial success downloads. If any file cannot be downloaded, an error message identifies the specific file. 

To download a single file directly to your computer, see How to download a single document below.

1. From the Document menu, click Documents.
2. Select the documents you want to download.
3. Click Download. The Export Data screen displays. 
4. Click the document name to download it as a ZIP file.

1. From the Document menu, click 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.

You can export the document data in CSV format and then download it from the Exported Items page. Exporting the data allows you to customize reports in Microsoft Excel.

1. From the Document menu, click Documents.
2. Click Export on the right side of the screen.
3. In the Exported Items page, click the name of the export that you want to download.