Document Profile
Short answer: Document Profile keeps your firm’s document records — investors see only their own.
Document Profile 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.
Try it in the free demoTalk to us