Document Exclusion Rules

Modified on Tue, 2 Sep at 6:25 AM

How to Apply a Document Exclusion Rule

To restrict access to a document, first locate the document and click the Document Exclusion Rule button. You will then choose one of two options to hide the document.

  • Exclude by Contact: This option hides the document from a specific person. They will not be able to see it anywhere in the Investor Portal, regardless of which Investment Vehicles they are a part of.

  • Exclude by Investment Vehicle: This option hides the document from everyone associated with a specific Investment Vehicle.


⚠️ Important Consideration


Excluding by Investment Vehicle only hides the document within that specific vehicle's portal view. If a contact is also a member of another Investment Vehicle that has access to the document, they will still be able to see and download it through that other relationship.  To ensure a specific person is completely blocked from a document across all their relationships, you must use the Exclude by Contact option.