If your exchange is enabled for e-Investor, you can configure people with the Reviewer and Previewer roles so that they can view and complete onboarding documents.
About this task
To make the onboarding documents available, you must have a user group that is configured to a fund in e-Investor. When you add reviewers and previewers to this user group, onboarding documents will be available when they click the Onboarding Documents quick filter. People with other roles that are in this user group will not see onboarding documents.
Note: Onboarding documents are not shown in the Documents list.
I want to
- Add people to a group that can view e-Investor onboarding documents
You can add people to an e-Investor mapped group when you initially add them to the exchange, or add them later using the Users and Groups tab and dragging and dropping them into the user group or by editing the group’s properties.