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
Deal Data Room
Deal Pipeline View
Kanban View
List View
Deal Summary
Deal Stage History
Team
Investment Team
External Team
Funds/Co-Investors
Funds
Co-investors
Workflow
Notes
Work Plan
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Documents
Add a Document
Add Existing Document
Edit a Document
Download a Document
Help Center /
Edit A Document
To edit or delete the document, click on
Edit
button in
Action
column.
