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  1. Intralinks
  2. InvestorVision Resources
  3. General partner resources
  4. Working with documents

Working with documents

  • Document management | InvestorVision
  • Electronic document consent | InvestorVision
  • Adding a single file | InvestorVision
  • Uploading documents in bulk | InvestorVision
  • Posting documents | InvestorVision
  • Sending posting notifications | InvestorVision
  • Rolling back a posting | InvestorVision
  • Viewing and downloading documents | InvestorVision
  • Allowing LPs to download a document | InvestorVision
  • Viewing document activity | InvestorVision
  • Viewing users who have access to a document | InvestorVision
  • Publishing documents after uploading them | InvestorVision
  • Deleting documents | InvestorVision
  • Updating document details | InvestorVision
  • Previewing document notifications | InvestorVision
  • Sending document notifications | InvestorVision
  • Viewing and exporting notifications that failed to be delivered | InvestorVision
  • Document notification types | InvestorVision
  • Customizing notification templates | InvestorVision
  • Sending a notification when there is no document to share | InvestorVision
  • Creating workflows | InvestorVision
  • Requesting documents from limited partners | InvestorVision
  • Viewing documents uploaded by limited partners | InvestorVision
  • Sending a follow up message to limited partners | InvestorVision
  • Rerequesting a document from limited partners | InvestorVision
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