Taking a fund offline | InvestorVision

  • Updated

Product: Intralinks InvestorVision
Applies to: General partners
 

Individual funds can be moved to a status of offline. This is useful when you are adding additional funds. When you add a fund, the fund is added with a status of Online. You must manually take the fund offline.

When a fund is taken offline, notifications are disabled. They are reactivated when the fund is brought back online. The following notifications will not be sent:

  • Document notifications when a single document is published at the fund/investment level
  • Posting notifications for multiple fund postings that include offline funds
  • LP document request notifications
  • Notifications to users that are only permissioned to offline funds. 

For single document uploads and multiple fund postings, users with permissions to multiple funds will not receive notifications if documents are only published for offline funds.

You can quickly see the status of a fund in the fund grid by clicking Funds in the left panel. A green icon in front of the fund name means that the fund is online. A red icon indicates that a fund is offline.

I want to

  • Take a fund offline

Steps

  1. Click Funds in the left panel.
  2. Click the fund that you want to take offline.
  3. Use the toggle in the upper right of the screen next to the three dots menu to move the fund offline.
  4. Click Confirm.

Additional information

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