Applies to: General partners
Document groups and document types are used with rules to indicate which documents the LP is required to provide. Document groups and types are provided, by default, however, you can change the display name for the document types that are used in Onboarding. In addition to the default document type, you can add three additional custom document types per document group. You can then select which document type must be provided by LPs in that particular document group. If you require a different document type for different types of documents, the investors would have to be in a different group.
How to configure document types
- From the Manage menu, select Doc Groups & Types.
- (Optional.) To add additional doc types, in the Doc Type field for the doc group, click the plus icon.
- Enter the name of the doc type. The new doc type is automatically selected. Select or deselect the required doc types. If more than one doc type is selected, the LP has the option to provide either of them.
- (Optional.) To change the display name of a doc group, click the pencil icon and enter the display name.
- (Optional.) To delete a custom doc type, click the trashcan icon in the row of the doc type.