These instructions assume that you have created a fund communication and uploaded the PDF documents to the portal. Please note: Once documents from a fund communication have been uploaded to the portal or emailed, even by using the Remove All Documents buttons, you will not be able to edit the PDFs and reupload again. If you wish to reupload the PDF documents, you will need to create a new fund communication after deleting the PDFs using the instructions below.
Removing PDFs for All Recipients of a Communication
- After you have have finished uploading the documents to the portal with the fund communication, the Upload/Remove PDF Statements button should now be available from within the fund communication
- Click the Upload Statements to LP Portal and you should see the screen below
- You have the option to either remove the uploaded documents from the documents tab or the capital calls tab
- Once you have selected either option, you can click cancel to return to the fund communication you were working with.
Removing a PDF for Individual Recipients
If you only need to remove a PDF for one or two recipients in a communication, please follow the instructions below
- Click on the Recipient name for the contact you wish to remove a PDF for
- Then press Del for the pdf_sent.pdf file.
- Now, the PDF will no longer be available for the specific recipient in the portal.