Managing document types | FundCentre Fundraising

Applies to: Fund managers (GPs)
 

Document types let you categorize documents. A document type can be assigned to a document group that enables LP users to find documents more easily by providing a clear categorization of documents. For information about document groups, see Managing document groups.

How to add document types

1. From the Profile menu, select Document Types.
2. Click Add Document Type.
3. In the Name field, enter a name for the document type.
4. In the Display Name field, enter a meaningful name for the document type.
5. In the Document Group field, select the document group to which this document type belongs. All documents of this type will be part of the document group on the LP Portal. A document type can belong to only one document group.
6. Click Save.

 How to update document types

1. From the Profile menu, select Document Types.
2. In the three dots menu to the left of the document type you want to update, select Update.
3. Make any changes.
4. Click Save.

 How to delete document types

You can only delete document types that you have created.

1. From the Profile menu, select Document Types.
2. In the three dots menu to the left of the document type you want to update, select Delete.
3. Click Confirm.

 How to export the document type grid

1. From the Profile menu, select Document Types.
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.