Managing document groups | FundCentre Fundraising

Applies to: Fund managers (GPs)
 

You can add document groups to provide a structure that will enable LP users to find documents more easily by providing a clear categorization of documents. After you create a document group, you can add document types to it. Documents of the specified type will be included in the selected document group. For more information about document types, see Managing document types. Only document groups that have documents in them are displayed on the LP Portal.

Note: It is recommended that you not use more than 20 document groups to avoid impacts to performance.

How to add a document group

1. From the Profile menu, select Document Groups.
2. Click Add Document Group.
3. In the Name field, enter a name for the group.
4. In the Display Name field, enter a descriptive name for the group.
5. (Optional.) Enter a description of the group.
6. Click Save.

 How to update a document group

1. From the Profile menu, select Document Groups.
2. From the three dots menu in front of the group you want to update, select Update.
3. Make any changes.
4. Click Save.

 How to delete a document group

You can only delete document groups that you have created.

1. From the Profile menu, select Document Groups.
2. From the three dots menu in front of the group you want to update, select Delete.
3. Click Confirm.

 How to export the document group grid

1. From the Profile menu, select Document Groups.
2. Click Export. The Exported Items page is displayed. You can display this page at any time by clicking Manage and selecting Exported Items.
3. Click the name of the export to download the file.