Document Management

Document Management keeps your firm’s document records — investors see only their own.

• What’s recorded: Title, Category, Fund, Shared with investor (optional), File (path in Files), Version, Notes
• Steps: Draft → Published; Published → Archived; Archived → Published. The database only allows these moves.
• Investor emails go out when a record reaches: Published.
• Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.