FundPanel Feature August 2025
Document Exclusion utilizes the new object Document Exclusion Rule to exclude specific Contacts from specific Documents. These can be Client Wide Documents, Fund Documents or Commitment Documents. To exclude an LP from a document, you will need to ensure that all
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 field on Document Exclusion Rule. Exclude Access To will be populated with the Document needing its access excluded.
By excluding an LP from a Document, they will not be able to view the Document or see it in the Portal.
TABLE OF CONTENTS
- Excluding a LP from a Document
- Validations
- Removing an Exclusion
- (Lightning) Excluding a LP from a Document
- (Lightning) Removing an Exclusion
Excluding a LP from a Document
Document Record Document Exclusion Rule Button
On the Document Record, you will notice the Document Exclusion Rule related list.
From the Document record, click the Document Exclusion Rule button at the top of the page.
This will open a popup to exclude LPs from the Document. The Document will already be populated.
Search for and select the Contact record relating to the LP Investor you would like to exclude.
After you have selected the desired Contact, click Save
You should now see the Document Exclusion Rule in the related list
Document Record Related List New Button
You can also exclude the document from an LP by clicking the New Document Exclusion Rule button on the related list.
The Document to Exclude Access To will be prepopulated. Search for and select the Contact related to the LP you’d like to exclude.
Save when both fields are entered.
Your new Document Exclusion should be visible in the related list
Contact Record Related List New Button
You can also view and create Document Exclusion Rules via the New Document Exclusion Rule button on the Contact related list.
The action from Contact will have the Contact record prepopulated. You will need to search for and select the desired Document to exclude
Once you have selected your Document, Save
You should now be able to see the Document Exclusion within the Contact 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 a Contact is not populated in the Exclude Access For Contact 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.
Find either the LP Contact record, or the Document. From the Document Exclusion Rule related list, click into the Document Exclusion Rule record by selecting the Document Exclusion Rule Name
From the Document Exclusion Rule record, click Delete
This will remove the exclusion and the LP will now have access to the Document
(Lightning) Excluding a LP from a Document
Document Exclusions can also happen via Lightning Experience.
Document Record New Document Exclusion Rule Button
On the Document Record, you will notice the Document Exclusion Rule related list.
From the Document record, click the New Document Exclusion Rule button at the top of the page.
This will open a modal popup to exclude LPs from the Document. The Document will already be populated.
Search for and select the Contact record relating to the LP you would like to exclude
.After you have selected the desired Contact, click Save
You should now see the Document Exclusion Rule in the related list
Document Record Related List New Button
You can also exclude the document from an LP by clicking the New button on the Document Exclusion Rule related list.
The Document to Exclude Access To will be prepopulated. Search for and select the Contact related to the LP you’d like to exclude.
Save when both fields are entered.
Your new Document Exclusion should be visible in the related list
Contact Record Related List New Button
You can also view and create Document Exclusion Rules via the New button on the Contact Document Exclusion Rule related list.
The action from Contact will have the Contact record prepopulated. You will need to search for and select the desired Document to exclude
Once you have selected your Document, Save
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.
Find either the LP Contact record, or the Document. From the Document Exclusion Rule related list, click into the Document Exclusion Rule record by selecting the Document Exclusion Rule Name
From the Document Exclusion Rule record, click Delete
This will remove the exclusion and the LP will now have access to the Document
