FundPanel allows for investor portal documents to be uploaded either as fund wide documents or as commitment-specific.
- Fund Wide Documents are documents that are available to all Investment Vehicles related to the specific Fund record and any Contacts with the appropriate contact role will be able to see it. (Ex: If it is a 'General' Fund Wide document then Contacts with the 'General' contact role to an Investment Vehicle that has a commitment to the related Fund record will be able to see the Fund Wide document.)
- Commitment Specific Documents are documents that are available to specific Capital Commitment related to the Fund record and any Contacts with the appropriate contact role will be able to see it. (Ex: If a user has a 'Tax' document that is specific to a Capital Commitment or a related Investment Vehicle then a Contact would need the 'Tax' contact role to the specific Investment Vehicle to be able to view the Commitment Specific document.)
- A note on uploading K-1s: It is recommended to remove password protection from K-1s prior to uploading them as a portal document, as users must log into the portal in order to access the document.
TABLE OF CONTENTS
Uploading Fund Wide Document
The Fund Wide documents are located in the Documents related list on the Fund record.
- Navigate to the Investor Relations App
- Click Document Uploader - Portal tab.
- Select Fund Wide Document in the Attachment Type picklist.
- Select the specific Fund record you are uploading for in the Fund picklist.
- Select the Document Type that corresponds to the specific Contact Roles in the Document Type picklist. (Ex: Selecting 'General' Document Type will correspond to the Contacts with the 'General' contact role.)
- Select the appropriate date in the Document Date picklist.
- The 'Document Date' is not referring to the date the document is being uploaded, but rather it is the date that best corresponds with the document. So for example, if it was a Capital Call document I'd probably use the Due Date of the Capital Call. If it was the annual financials for 2015, I'd probably use 12/31/2015. If it was a K-1 for 2015, the date would be 12/31/2015, etc.
- Click Next button.
- Click Choose Filebutton. Please note: the file must be in PDF format.
- Note: The file must be at most6 MB in size. If a document exceeds this file size, it will not be accessible via the investor portal and an error will be displayed to portal users.
- Click Confirm & Upload Document button.
- Navigate to the specific Fund record.
- Click into the name of the specific document under Documents related list.
- Click View on under Notes & Attachments related list.
Uploading Commitment Specific Documents
The Commitment Specific documents are located in the Documents related list on the Capital Commitment record that is related to the specific Fund record.
- Navigate to the Investor Relations App
- Click Document Uploader - Portal tab.
- Select Commitment Document in the Attachment Type picklist.
- Select the specific Fund record you are uploading for in the Fund picklist.
- Select the Document Type that corresponds to the specific Contact Roles in the Document Type picklist. (Ex: Selecting 'Tax' Document Type will correspond to the Contacts with the 'Tax' contact role.)
- Select the appropriate date in the Document Date picklist.
- Click Next button.
- Click Choose File button next to the appropriate Investment Vehicle. Please Note: the file must be in PDF format.
- Click Confirm & Upload Document button.
Please Note: You will see a list of Investment Vehicles with commitment into the related Fund record. You will have to upload the specific document for each Investment Vehicle. Be sure to click the Choose a File button that corresponds to the Investment Vehicle for which you want to upload the document.
- Navigate to the specific Fund record.
- Click into the specific Capital Commitment under Capital Commitments related list.
- Click into the name of the specific document under Documents related list.
- Click View on under Notes & Attachments related list.
