HELP CENTER
Getting Started
CRM
Deal Pipeline
Portfolio Company
Investee Company Portal
Investors
Investor Portal
Funds
Investee Fund Portal
Reports and Analytics
Deal Data Room
Help Desk
Document Management
Excel Add-in Integration
Email Integration
Implementation
Custom Settings
System Administration
CRM
Contact Setup
Quickly Create a Contact
Create/Edit a Contact
Create a Contact
Edit a Contact
Delete a Contact
Duplicate a Contact
Import from Excel
Export to Excel
Contact Summary
Summary Panels
Comments
Tasks
To Do
Event
Activity History
Help Desk
Email
Documents
Add a Document
Add Existing Document
Edit/Delete a Document
Download a Document
Organization Setup
Quickly Create an Organization
Create/Edit an Organization
Create an Organization Manually
Edit an Organization
Delete an Organization
Duplicate an Organization
Import from Excel
Export to Excel
Organization Summary
Summary Panels
Comments
Tasks
Task
Event
Help Desk
Email
Documents
Add a Document
Add Existing Document
Edit/Delete a Document
Download a Document
Google/One Drive Integration
Help Center /
Download A Document
To download the document, click on
File Name
. The document will download.
