In left-hand navigation, under Insight, open the Funds page
Open the Funds tab
Click the applicable Fund's name to open it's details
Open the Uploads Documents tab
Upload files by dragging and dropping, browsing on your device, or using the Box or Sharepoint integrations
Once uploaded, the AI model generates the Document Name, Document Type, Legal Entity, and Effective Date. Review and update these details as needed.
For Document Name, we recommend formatting as [Fund] - [Document Type] - [LP Name]
Click Approve to finalize the upload