Investor Documents

This panel allows you to view investor-related documents.

To modify an investor-related document, follow the below steps:

1. Click on Fund Name for which documents are to be uploaded.

2. Navigate to the More Information Tab and Click on Investor Documents.

3. Click on Edit icon () in the Actions column. The Document Information window is displayed. Update the details and click Save. 

4. To delete a document, click on the Delete icon () in the Actions column. The delete window is displayed. Click OK to delete the member details.