The following article will walk through the "Insert Portal Link" button. This button is available when editing any fund communications within FundPanel, such as capital call notices or general fund communications.
This button will enable you to generate a link to any location within the investor portal. When inserted into a fund communication, this link will allow your fund communication recipients to click the link and navigate directly to the relevant location within the investor portal.
In this example, we will walk through generating and inserting a link to Funds tab of the Investor Portal for investors to quickly and easily view the Fund's wire details.
1. In the edit page of a fund communication, press "Insert Portal" link at the top of the Email Body section to generate a link to the Funds tab of the Investor Portal.
2. The Select Link Type: window will pop up. Select "Link To Tab" and select "Funds" from the Link To dropdown list.
3. The link will populate in the Copy Link field. Click "Copy to Clipboard".
4. Highlight the text "Funds Tab of the Investor Portal" and click on the chain link icon.
5. Paste in the link you copied to clipboard and click the chain link icon again to create the hyperlink.
6. The hyperlink to the Investor Portal has been created. Save the template at the top or bottom of the screen.
Once the fund communication is ready to be sent, this included link will navigate email recipients directly to the fund area of their investor portal.