Download the information required to demonstrate investor compliance faster with Insight. 

1. In the left-side navigation, under Insight, opens the Funds page
2. Open the Funds tab
3. Click the Actions drop-down and select Download Documents
4. Use the Funds dropdown to select what's applicable
5. Select the Documents to include
   • Overview of Fund Data: Fund names, document name, document type, count of obligations, investor display name, investor legal entity name, effective date of letter, and last modified date available in Excel format
   • All Documents: Side letters, limited partnership agreements, and other documents uploaded to Insight available in a Zip file
6. Click Download
7. From the Downloads folder, select the files needed for audit purposes

Export Obligation and Task data 

Obligations abstracted from your Fund documents and associated Task workflows can be also be filtered and exported from the applicable dashboards. 

• Export Obligation data
• Export Task data