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