Working with documents | FundCentre Fundraising

1. From the Document menu, click Documents.
2. Click Add 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. (Optional.) To change the name of the document click the edit button and enter the new name.
5. In the Document Type field, select the type of document you are uploading. The Document group is automatically populated based on the selected type.
6. Enter the required fields. The required fields change based on the entity type.
7. Select the security features that you want to apply - Watermarking, NDA required, and Allow LP to download.
8. (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. 
9. (Optional.) To view the notification email, click Preview Notification. Click on a user to preview the notification. When the document is published all users listed will be notified and have access to the document.
10. Select one of the following options:
    • From the notification preview screen click Upload Without Publishing or from the three dots menu, select Publish and Send Notification, or Publish Without Notification.
    • From the document upload screen, from the three dots menu select Upload Without Publishing, Publish and Send Notification, or Publish Without Notification.

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. 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.

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.

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 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 entity grid of the entity that you want to export, click Export. 
2. In the Exported Items page, click the name of the export that you want to download.