Document tracker
The document tracker enables you to monitor in real time how fund documents are received and progressed.
The tracker enables you to:
Instantly see which fund documents are currently outstanding
Monitor the state of completion of fund documents, by quarter and document type
Instantly locate those documents in the inbox, then process them or assign them to another user
You can set
Time period (four quarters will be shown)
Funds listed (search)
A range of filter criteria, available in the ADVANCED FILTER panel
You can also switch between grouping by investor and grouping by fund; this allows you to optimize the display for your workflow.
Saving custom views
You can now save a filter configuration for the tracker, give it a name, and return to it any time from the left hand menu.
Use the ••• ellipsis menu top right and select 'Save view as':
Sorting the tracker
You can organize the display of the document tracker by fund commitment or just by fund.
