InvestorVision - September 2024

  • Updated

Product: Intralinks InvestorVision
Applies to: everyone
 

Release date

September 2024

Summary of enhancements and new functionality

September 19, 2024

  • Fund level templates - You can now customize document type notifications by fund, which allows you to send fund-specific notification information to address specific use cases. GP and Fund Admins can access these template. If a fund-specific template is not defined, the portal-level template is used.
  • Ability to reply to a No-Reply sender - You can now define one Reply-To email address for No-Reply document type notifications that applies across the portal, allowing users that receive document notifications to reply directly to the embedded email address. Previously, users could not reply to a notification with a No-Reply sender. 
  • Ability to see how often notifications have been resent to investors - You can now view the details of when notifications have been resent from the Notifications tab on the Posting screen. This ability allows you to have a full audit trail of client communications and better manage the frequency of communications.

September 9, 2024

  • Login enhancement - New SSO users will be prompted for their name and language preference the first time that they log in to Intralinks.

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