Working with reference documents | FundCentre Onboarding

  • Updated

Applies to: General partners
 

Reference documents are fund-specific documents such as offering documents, fund guides, schedules, or supporting documents. LPs may need to review these documents during onboarding. These documents are stored and viewed directly within Onboarding platform so that LPs can access the correct materials without relying on external emails or file shares. 

Icons_Approved.svg How to add documents

  1. From the Documents menu, click Reference Documents.
  2. Click Add Reference Document.
  3. Upload documents using one the following methods:
    • Drag and drop them onto the screen. You can drag and drop a maximum of 10 files at a time.
    • Click the link to select documents to upload, navigate to the documents, and click Open.
  4. (Optional.) Edit the File name by selecting the Pencil icon next to each file name. 
  5. Assign a fund:
    • To apply the same fund to all files, use the Fund dropdown at the top.
    • To apply a different fund to each file, use the Fund dropdown next to each file.
  6. Click Upload.

Icons_Approved.svg How to publish reference documents

  1. From the Documents menu, click Reference Documents.
  2. Click the name of the document you want to publish.
  3. (Optional.) Edit the Name if required and click Save.
  4. (Optional.) Edit the Fund if required and click Save. 
  5. (Optional.) To view the document, click Preview.
  6. Click Publish.

Icons_Approved.svg How to delete a reference document

  1. From the Documents menu, click Reference Documents.
  2. From the three dots menu in front of the document, select Delete.
  3. Click Confirm.

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