Applies to: Fund managers (GPs)
Fundraising comes with default names for the various document types, such as Due Diligence, General, and so on. You can change the name that is displayed for a document type to match the terminology used by your organization. When you change the name of a document type, the name is reflected for all newly added documents as well as the documents that have already been added.
How to customize the document type name
- From the Account Profile menu, select Doc Types.
- Click the edit icon in the Display Name field for the document type you want to change.
- Enter the new document display name and press Enter.