FundCentre Fundraising - February 2026

  • Updated

Release date

February 2026

Summary of enhancements and new functionality

February 20, 2026

The following enhancement has been made for FundCentre Fundraising:

  • GP Portal - Easy metadata update for documents

    GPs can now update document metadata from the Details page without unpublishing the document. After changes are made, the Save option becomes available to apply updates.

    Updatable fields include document Name, Effective Date, Watermarking, Allow LP to download, NDA required, Highlighted, and Status. Changes apply only to the selected document. 

    This update allows metadata corrections while maintaining document availability.

February 9, 2026

The following enhancements have been made for FundCentre Fundraising:

  • GP Portal - New role: GP Admin (view only)

    A new GP Admin (View Only) role is available for contacts while adding permission. This role is for users who require access to GP Portal data without the ability to make changes. Users assigned with this role have the same data visibility as a standard GP admin but cannot create, edit, or delete information.

    This update enables GPs to grant secure, read-only access while protecting data integrity.

  • GP Portal - Bulk actions for contacts

    GPs can now update contact preferences across multiple contacts using bulk actions. Users can select contacts across pages and update one preference at a time.

    Options that can be selected include Document Download – Disable, Document Download – Enable, Marketing Opt in, Marketing Opt Out, Signed NDA – Received, VIP Contact – Mark, and VIP Contact – Unmark

    This update enables faster management of contact permissions and communication preferences.

  • GP Portal - Bulk actions for documents

    GPs can now update document settings across multiple documents using bulk actions. They can select multiple documents, including across pages, and update one setting at a time without changing document status.

    Options that can be selected include Watermarking – Disable, Watermarking – Enable, Allow LP to Download - True, Allow LP to Download - False, NDA Required – True, NDA Required – False, Highlighted – Mark, and Highlighted - Unmark.

    Changes apply only to the selected documents.

    This update enables GPs to manage document settings more efficiently.

  • GP Portal - Guided drag and drop document upload

    A guided drag-and-drop upload experience is now available to simplify document uploads. GPs can upload up to 10 document and continue adding files after the initial upload. The portal displays how many additional documents can be added.

    The upload workflow provides a progress navigation bar, and options to set permissions and notification before publishing.

    This update improves upload flexibility and reduces document management errors.

     

     

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