FundPanel Feature August 2025

Document Exclusion utilizes the new object Document Exclusion Rule to exclude specific Contacts or Investment Vehicles from specific Documents. These can be Client Wide Documents, Fund Documents or Commitment Documents. 

To exclude the Contacts, find the Contact associated with the Investor record, and populate the Contact related to the LP's Investment Vehicle in the Exclude Access For Contact field on Document Exclusion Rule. Exclude Access To Document will be populated with the Document needing its access excluded.

To exclude the Investment Vehicle as a whole, populate the Investment Vehicle in the Exclude Access for Investment Vehicle field on Document Exclusion Rule. Exclude Access To Document will be populated with the Document needing its access excluded.

Excluding a Contact from a Document hides that Document from the specific Contact. Other Contacts on the Investment Vehicle (if present) may still be able to see the Document. Excluding a Document means the Contact will not be able to view the Document or see it in the Portal.

Excluding an Investment Vehicle from a Document hides that Document from all Contacts associated with that Investment Vehicle. Excluding a Document means any of the Investment Vehicle’s Contacts will not be able to view the Document or see it in the Portal.

TABLE OF CONTENTS

• Excluding a LP from a Document
  • Contact Path
  • Investment Vehicle Path
• Validations
• Removing an Exclusion
• (Lightning) Excluding a LP from a Document
  • Contact Path
  • Investment Vehicle Path
• (Lightning) Removing an Exclusion

Excluding a LP from a Document

On the Document Record, you will notice the Document Exclusion Rule related list.

Contact Path

1. From the Document record, click the Document Exclusion Rule button at the top of the page
   
   

2. This will open a popup to exclude LPs from the Document. The Document will already be populated
   
   

3. Search for and select the Contact record relating to the LP Investor you would like to exclude
   
   

4. After you have selected the desired Contact, click Save
   
   

5. You should now see the Document Exclusion Rule in the related list
   
   

You can also exclude the document from an LP Contact by clicking the New Document Exclusion Rule button on the related list.

1. The Document to Exclude Access To will be prepopulated. Search for and select the Contact related to the LP you’d like to exclude
   
   

2. Save when the Contact has been selected
   
   

3. Your new Document Exclusion should be visible in the related list
   
   

You can also view and create Document Exclusion Rules via the New Document Exclusion Rule button on the Contact related list. 

1. The action from Contact will have the Contact record prepopulated. You will need to search for and select the desired Document to exclude
   
   

2. Once you have selected your Document, Save
   
   

3. You should now be able to see the Document Exclusion within the Contact related list
   
   
   
   

Investment Vehicle Path

1. From the Document record, click the Document Exclusion Rule button at the top of the page
   
   

2. This will open a popup to exclude LPs from the Document. The Document will already be populated
   
   

3. Search for and select the Investment Vehicle record relating to the LP Investor you would like to exclude
   
   

4. After you have selected the desired Investment Vehicle, click Save
   
   

5. You should now see the Document Exclusion Rule in the related list
   
   

You can also exclude the document from an Investment Vehicle by clicking the New Document Exclusion Rule button on the related list.

1. The Document to Exclude Access To will be prepopulated. Search for and select the Investment Vehicle for the LP you’d like to exclude
   
   

2. Save when the Investment Vehicle has been selected
   
   

3. Your new Document Exclusion should be visible in the related list
   
   

You can also view and create Document Exclusion Rules via the New Document Exclusion Rule button on the Investment Vehicle related list. 

1. The action from Investment Vehicle will have the Investment Vehicle record prepopulated. You will need to search for and select the desired Document to exclude
   
   

2. Once you have selected your Document, Save
   
   

3. You should now be able to see the Document Exclusion within the Investment Vehicle related list
   
   

Validations

Validations are present for Document Exclusion Rules to ensure records created have all the details necessary.

If a Document is not populated in the Exclude Access To Document field, the record will not be allowed to be saved.

If neither a Contact nor Investment Vehicle are not populated in the Exclude Access For Contact field or Exclude Access for Investment Vehicle field, the record will not be allowed to be saved.

Removing an Exclusion

If an LP has been excluded from a Document, and you wish to give them access to it, you will need to delete the Document Exclusion Rule record.

1. Find either the LP Contact record, Investment Vehicle record or the Document record. From the Document Exclusion Rule related list, you can click the Del action on the left side of the row for the desired Document Exclusion Rule record. You can also click into the Document Exclusion Rule record by selecting the Document Exclusion Rule Name
   
   

2. From the Document Exclusion Rule record, click Delete
   
   

3. This will remove the exclusion and the LP Contact or Investment Vehicle will now have access to the Document

(Lightning) Excluding a LP from a Document

Document Exclusions can also happen via Lightning Experience.

On the Document Record, you will notice the Document Exclusion Rule related list.

Contact Path

1. From the Document record, click the New Document Exclusion Rule button at the top of the page.
   
   

2. This will open a modal popup to exclude LPs from the Document. The Document will already be populated.
   
   

3. Search for and select the Contact record relating to the LP you would like to exclude
   

4. After you have selected the desired Contact, click Save
   
   

5. You should now see the Document Exclusion Rule in the related list
   
   

You can also exclude the document from an LP Contact by clicking the New button on the Document Exclusion Rule related list.

1. The Document to Exclude Access To will be prepopulated. Search for and select the Contact related to the LP you’d like to exclude
   
   

2. Save when the Contact is selected
   
   

3. Your new Document Exclusion Rule should be visible in the related list
   
   

You can also view and create Document Exclusion Rules via the New button on the Contact Document Exclusion Rule related list. 

1. The action from Contact will have the Contact record prepopulated. You will need to search for and select the desired Document to exclude
   
   

2. Once you have selected your Document, Save
   
   

3. You should now be able to see the Document Exclusion within the Contact related list
   
   

Investment Vehicle Path

1. From the Document record, click the New Document Exclusion Rule button at the top of the page.
   
   

2. This will open a modal popup to exclude LPs from the Document. The Document will already be populated.
   
   

3. Search for and select the Investment Vehicle record for the LP you would like to exclude
   
   

4. After you have selected the desired Investment Vehicle, click Save
   
   

5. You should now see the Document Exclusion Rule in the related list
   
   

You can also exclude the document from an Investment Vehicle by clicking the New button on the Document Exclusion Rule related list.

1. The Document to Exclude Access To will be prepopulated. Search for and select the Investment Vehicle for the LP you’d like to exclude
   
   

2. Save when the Investment Vehicle is selected
   
   

3. Your new Document Exclusion Rule should be visible in the related list
   
   

You can also view and create Document Exclusion Rules via the New button on the Investment Vehicle Document Exclusion Rule related list.

1. The action from Investment Vehicle will have the Investment Vehicle record prepopulated. You will need to search for and select the desired Document to exclude
   
   

2. Once you have selected your Document, Save
   
   

3. You should now be able to see the Document Exclusion within the Contact related list
   
   

(Lightning) Removing an Exclusion

If an LP has been excluded from a Document, and you wish to give them access to it, you will need to delete the Document Exclusion Rule record.

1. Find either the LP Contact record, Investment Vehicle record or the Document record. From the Document Exclusion Rule related list, click the action arrow to the right of the record row. Then, select Delete
   
   

2. You can also click into the Document Exclusion Rule record by selecting the Document Exclusion Rule Name
   
   

3. From the Document Exclusion Rule record, click Delete
   
   

4. This will remove the exclusion and the LP Contact or Investment Vehicle will now have access to the Document