Working with documents | Fundraising

  • Updated

Applies to: Fund managers (GPs)
 

Upload documents that you want to share with investors so that they can do due diligence and decide if they are interested in investing in the fund. If you want to upload documents that will be reused, upload them to the reference documents area.

Icons_Approved.svg How to add documents

  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. Enter the required fields. The required fields change based on the entity type.
  6. Select the security features that you want to apply - Watermarking, NDA required, and Allow LP to download.
  7. To skip previewing the notification email, click the three dots menu and click Upload Without Publishing, otherwise click Preview Notification.
  8. (Optional.) 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.
  9. Click Upload Without Publishing.

Icons_Approved.svg How to publish/unpublish documents

  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.

Icons_Approved.svg How to download multiple documents

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.

Icons_Approved.svg How to download a single document

  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.

Additional information

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