What are the prerequisites to setting up a Fund Center? – Kurtosys Help

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Kurtosys App

Introduction

Getting Started

DNS/CNAME Instructions

New User – First Login & Setting a Password

New User – Second Login & Two-Factor Authentication

Your Profile

Locked Account

Forgot Password

Forgot Username

Getting Started

Post Go-Live: Customer Success and Support Teams

System Admin

Introduction

Data Dictionary

Deleting Properties

Adding Fund Manager Properties

Introduction to the Data Dictionary

Editing Data Dictionary Items

Adding Commentary Types

Adding Disclaimer Types

Adding Cultures

Adding Timeseries Properties

Adding Statistic Properties

Adding Allocation Properties

Adding Properties

Data Dictionary Configuration

The Data Dictionary Explained

Users

Assigning Custom (User Level) Entitlements

Data Entitlements – Assigning to Users

User Impersonation

Regenerating Registration Emails

Resetting Passwords

Locking & Deactivating Users

Adding Bulk Users

Adding a User

System Role Types

Assigning Roles & Application Access

How to set up Impersonations

Clients

Document Entitlements – Setup

Document Entitlements – Assigning to Users

Custom Document URLs

Data Entitlement Lists – Editing

Data Entitlement Lists – Creation

Watermarks

Clients Settings

Document URLs

Authorization Settings

How to configure Kurtosys login and password security features

Roles

Authentication

Contacts

Activity Tracking

FAQs

How do I update my SSO Certificate?

How do I extend my login timeout?

My registration email link has expired, what do I do now?

How do I access DUO? I no longer have my phone or number.

How do I update DUO to use on a new mobile device or with a new number? I still have access to both.

How do I configure my password security settings?

What type of SSO authentication does Kurtosys support?

Does Kurtosys support single sign-on?

How do I log in to Kurtosys?

How do I set up the Data Dictionary?

How do I access the Data Dictionary?

What is the Data Dictionary and what is its purpose?

DXM

Introduction

Site Management

Domain Management

Header Management

Search Engine Optimization (SEO) Keywords

DXM Mappings, Redirects and Testing Best Practices

DXM Domain Management

Redirects

IP Restrictions

WordPress

Media Library Organizer

Improving DXM performance through Cache Control

Translation Approvals

Translation Notifications

Cookies

Engine Relations

Google Tag Manager (GTM)

Personalization Tagging

Adding Taxonomies to Generated Product Pages

DXM Workflow

Site Grouping

Product Page Generator

Sharing

Hreflang Tags

Elementor & Widgets

Reader Polls

Document Linking Widget

Using popular categories and tags within WordPress

How to embed a Fund Center

How to manage taxonomy in WordPress

How to set a taxonomy structure in WordPress

An introduction to taxonomy in WordPress

WordPress user roles explained

Controlling your WordPress profile and settings

How to add WordPress users to your sites in a multisite structure

How to set up a new WordPress user

Content Restriction

Translations

Translation Approvals

Translation Notifications

All Translations

Multisite Management

FAQs

How do I get a HAR file from the webpage?

How do I add a Pardot Tracking code to my Website?

How do I ensure Siteimprove is set up correctly on DXM?

How do I use anchors in my posts?

How do I assign specific categories or posts to be used with the Listing Grid widget?

How do I make a page/post private or inaccessible?

How do I update my page/post footer template?

How do I add Vimeo links to a post/page?

How do I add captions/footnotes to an image?

Why can’t I upload a SVG to Elementor?

How do I move my WordPress Editor Menu Items back to the bottom of the screen?

How do I install a certificate on my DXM Site?

How do I deploy a WordPress Database between environments?

How do I enable Revisions?

How do I create the different environments for my Sites in DXM?

Can I block a specific IP address from accessing my site?

How do I add redirects to DXM?

What are URL redirects?

What actions can I carry out within the DXM > Site Management module?

What services are set up when I create a site with DXM?

What are Snapshots?

Can I download Snapshots?

Can I configure the day and time my Snapshots are taken?

How often are Snapshots taken?

How long are my Snapshots stored for?

Videos ????

Documents

Introduction

Document Hub

Saved Search Notifications

Retrieving Saved Searches

Saving Searches

How to replace existing documents in the Document Hub

How to add documents to the Document Hub

Document Layouts

Document Production Center

Workflow Entitlements

InDesign Version Compatibility

Template Replacement

Email Distribution

How to set up document distribution from the Document Production Center

How to generate and download documents in the Production Centre

How to start a Production Centre Workflow Run and approve/reject steps

Production Center Workflows

Production Center Workflow Steps

Factsheets

FAQs

Why can’t I see my documents in the Document Hub?

How do I add new Document Types to use in the Document Hub?

Can I view previous versions of a layout configuration?

How do I replace existing documents in the Document Hub?

How do I upload documents into the Document Hub?

What is the Document Hub?

How do I publish changes to a layout configuration?

How do I view and edit layout configuration details?

How do I access Layouts?

What are Layouts?

Can I restart my Production Centre Workflow?

Can I re-distribute my documents from the Production Centre?

How do I view past Workflow Runs

How do I complete a Workflow?

Where in Kurtosys are Approval Groups used?

Email Distribution Centre

Manage Contacts and Create Email Test Group

Create Email Distribution List

Create Email Distribution Workflow

Create an Email Template in the Email Workflow process

Generating an Email Workflow through the Distribution Center

Email Distribution Recipients List View Guide

Studio

Introduction

Apps

Page Header App

Client Configuration

Custom Fonts

Line Chart App – Styles

Attestation App – Wizard Styling

Chart Rebasing

Line Chart App

Attestation App – Customization

Attestation App – Wizard Attestation

Table App – Styles

Table App – Default

Table App – Header Groups

Themes in Studio

Bar Chart App – Vertical Allocation

Application Manager App

Commentary App

User Context App – Customization

User Profile App – Customization

User Context App

User Profile App

User Profile App – Email Templates

Authentication App – Email Templates

Authentication App – Customization

Authentication App

Apps Template Gallery

FAQs

Why can’t I see my App in the Preview pane?

How do I configure the application data and settings?

Do I need to set up Commentaries and Disclaimers to use in the Fund Center?

How do I create a Fund Center instance for a client in Kurtosys?

What are the prerequisites to setting up a Fund Center?

Data

Introduction

Data Loading

Common Data Loading Issues

Data Loading Methods

Loader Method Standards and Best Practices

Deleting Data from Account Entities

Deleting Data from Benchmark Entities

Deleting Data from Fund Entities

Deleting Data from Class Entities

Deleting an Account Entity

Deleting a Fund Entity

Deleting a Benchmark Entity

Deleting a Class Entity

Disclaimers

Commentaries

Translations

Segmentation

Fund Managers

Approval Groups

Tools Gallery

Layout

FAQs

Can I view previous versions of a layout configuration?

How do I add a new Translation to Data?

How do I add a new Segmentation List to Data?

How do I publish changes to a layout configuration?

How do I view and edit layout configuration details?

How do I access Layouts?

What are Layouts?

How do I view tools in the Tools Gallery?

How do I edit tool configurations in the Tools Gallery?

Where can I access the Tools Gallery?

What is the Tools Gallery used for?

How do I publish a draft version of a commentary?

Is there an audit log to view changes made to commentaries?

How do I view all the commentaries managed in Data?

How do I publish a draft version of a Disclaimer?

Can I access an audit log to view any changes made to Disclaimers?

How do I view all the disclaimers managed in Data?

How do I add and edit entity data in Data?

How do I add a new Fund, Class or Benchmark entity?

How do I search for an entity within the Funds table?

What is the difference between properties, allocations, statistics and timeseries data?

How can I view all the data associated with a Class, Fund or Benchmark entity?

What is Fund Data Management?

Where in Kurtosys are Approval Groups used?

Communities

Introduction

Portals

Introduction to Portals

Embedding Portal Apps into WordPress

Communities

Gated Content and Communities

Portal Users

FAQs

Studio for Office

Introduction

Using SFO

Studio for Office (SFO) – Installation

Studio for Office (SFO) – Accessing

Studio for Office (SFO) – Widgets

Studio for Office (SFO) – Upload Templates

Studio for Office (SFO) – Data

Cell Styles in Studio for Office

Native Word tables in Studio for Office

Sharing tables between MS Word and MS Excel in Studio for Office

Kurtosys Plugin for Adobe InDesign

Categories

Kurtosys App

Introduction

Getting Started

DNS/CNAME Instructions

New User – First Login & Setting a Password

New User – Second Login & Two-Factor Authentication

Your Profile

Locked Account

Forgot Password

Forgot Username

Getting Started

Post Go-Live: Customer Success and Support Teams

System Admin

Introduction

Data Dictionary

Deleting Properties

Adding Fund Manager Properties

Introduction to the Data Dictionary

Editing Data Dictionary Items

Adding Commentary Types

Adding Disclaimer Types

Adding Cultures

Adding Timeseries Properties

Adding Statistic Properties

Adding Allocation Properties

Adding Properties

Data Dictionary Configuration

The Data Dictionary Explained

Users

Assigning Custom (User Level) Entitlements

Data Entitlements – Assigning to Users

User Impersonation

Regenerating Registration Emails

Resetting Passwords

Locking & Deactivating Users

Adding Bulk Users

Adding a User

System Role Types

Assigning Roles & Application Access

How to set up Impersonations

Clients

Document Entitlements – Setup

Document Entitlements – Assigning to Users

Custom Document URLs

Data Entitlement Lists – Editing

Data Entitlement Lists – Creation

Watermarks

Clients Settings

Document URLs

Authorization Settings

How to configure Kurtosys login and password security features

Roles

Authentication

Contacts

Activity Tracking

FAQs

How do I update my SSO Certificate?

How do I extend my login timeout?

My registration email link has expired, what do I do now?

How do I access DUO? I no longer have my phone or number.

How do I update DUO to use on a new mobile device or with a new number? I still have access to both.

How do I configure my password security settings?

What type of SSO authentication does Kurtosys support?

Does Kurtosys support single sign-on?

How do I log in to Kurtosys?

How do I set up the Data Dictionary?

How do I access the Data Dictionary?

What is the Data Dictionary and what is its purpose?

DXM

Introduction

Site Management

Domain Management

Header Management

Search Engine Optimization (SEO) Keywords

DXM Mappings, Redirects and Testing Best Practices

DXM Domain Management

Redirects

IP Restrictions

WordPress

Media Library Organizer

Improving DXM performance through Cache Control

Translation Approvals

Translation Notifications

Cookies

Engine Relations

Google Tag Manager (GTM)

Personalization Tagging

Adding Taxonomies to Generated Product Pages

DXM Workflow

Site Grouping

Product Page Generator

Sharing

Hreflang Tags

Elementor & Widgets

Reader Polls

Document Linking Widget

Using popular categories and tags within WordPress

How to embed a Fund Center

How to manage taxonomy in WordPress

How to set a taxonomy structure in WordPress

An introduction to taxonomy in WordPress

WordPress user roles explained

Controlling your WordPress profile and settings

How to add WordPress users to your sites in a multisite structure

How to set up a new WordPress user

Content Restriction

Translations

Translation Approvals

Translation Notifications

All Translations

Multisite Management

FAQs

How do I get a HAR file from the webpage?

How do I add a Pardot Tracking code to my Website?

How do I ensure Siteimprove is set up correctly on DXM?

How do I use anchors in my posts?

How do I assign specific categories or posts to be used with the Listing Grid widget?

How do I make a page/post private or inaccessible?

How do I update my page/post footer template?

How do I add Vimeo links to a post/page?

How do I add captions/footnotes to an image?

Why can’t I upload a SVG to Elementor?

How do I move my WordPress Editor Menu Items back to the bottom of the screen?

How do I install a certificate on my DXM Site?

How do I deploy a WordPress Database between environments?

How do I enable Revisions?

How do I create the different environments for my Sites in DXM?

Can I block a specific IP address from accessing my site?

How do I add redirects to DXM?

What are URL redirects?

What actions can I carry out within the DXM > Site Management module?

What services are set up when I create a site with DXM?

What are Snapshots?

Can I download Snapshots?

Can I configure the day and time my Snapshots are taken?

How often are Snapshots taken?

How long are my Snapshots stored for?

Videos ????

Documents

Introduction

Document Hub

Saved Search Notifications

Retrieving Saved Searches

Saving Searches

How to replace existing documents in the Document Hub

How to add documents to the Document Hub

Document Layouts

Document Production Center

Workflow Entitlements

InDesign Version Compatibility

Template Replacement

Email Distribution

How to set up document distribution from the Document Production Center

How to generate and download documents in the Production Centre

How to start a Production Centre Workflow Run and approve/reject steps

Production Center Workflows

Production Center Workflow Steps

Factsheets

FAQs

Why can’t I see my documents in the Document Hub?

How do I add new Document Types to use in the Document Hub?

Can I view previous versions of a layout configuration?

How do I replace existing documents in the Document Hub?

How do I upload documents into the Document Hub?

What is the Document Hub?

How do I publish changes to a layout configuration?

How do I view and edit layout configuration details?

How do I access Layouts?

What are Layouts?

Can I restart my Production Centre Workflow?

Can I re-distribute my documents from the Production Centre?

How do I view past Workflow Runs

How do I complete a Workflow?

Where in Kurtosys are Approval Groups used?

Email Distribution Centre

Manage Contacts and Create Email Test Group

Create Email Distribution List

Create Email Distribution Workflow

Create an Email Template in the Email Workflow process

Generating an Email Workflow through the Distribution Center

Email Distribution Recipients List View Guide

Studio

Introduction

Apps

Page Header App

Client Configuration

Custom Fonts

Line Chart App – Styles

Attestation App – Wizard Styling

Chart Rebasing

Line Chart App

Attestation App – Customization

Attestation App – Wizard Attestation

Table App – Styles

Table App – Default

Table App – Header Groups

Themes in Studio

Bar Chart App – Vertical Allocation

Application Manager App

Commentary App

User Context App – Customization

User Profile App – Customization

User Context App

User Profile App

User Profile App – Email Templates

Authentication App – Email Templates

Authentication App – Customization

Authentication App

Apps Template Gallery

FAQs

Why can’t I see my App in the Preview pane?

How do I configure the application data and settings?

Do I need to set up Commentaries and Disclaimers to use in the Fund Center?

How do I create a Fund Center instance for a client in Kurtosys?

What are the prerequisites to setting up a Fund Center?

Data

Introduction

Data Loading

Common Data Loading Issues

Data Loading Methods

Loader Method Standards and Best Practices

Deleting Data from Account Entities

Deleting Data from Benchmark Entities

Deleting Data from Fund Entities

Deleting Data from Class Entities

Deleting an Account Entity

Deleting a Fund Entity

Deleting a Benchmark Entity

Deleting a Class Entity

Disclaimers

Commentaries

Translations

Segmentation

Fund Managers

Approval Groups

Tools Gallery

Layout

FAQs

Can I view previous versions of a layout configuration?

How do I add a new Translation to Data?

How do I add a new Segmentation List to Data?

How do I publish changes to a layout configuration?

How do I view and edit layout configuration details?

How do I access Layouts?

What are Layouts?

How do I view tools in the Tools Gallery?

How do I edit tool configurations in the Tools Gallery?

Where can I access the Tools Gallery?

What is the Tools Gallery used for?

How do I publish a draft version of a commentary?

Is there an audit log to view changes made to commentaries?

How do I view all the commentaries managed in Data?

How do I publish a draft version of a Disclaimer?

Can I access an audit log to view any changes made to Disclaimers?

How do I view all the disclaimers managed in Data?

How do I add and edit entity data in Data?

How do I add a new Fund, Class or Benchmark entity?

How do I search for an entity within the Funds table?

What is the difference between properties, allocations, statistics and timeseries data?

How can I view all the data associated with a Class, Fund or Benchmark entity?

What is Fund Data Management?

Where in Kurtosys are Approval Groups used?

Communities

Introduction

Portals

Introduction to Portals

Embedding Portal Apps into WordPress

Communities

Gated Content and Communities

Portal Users

FAQs

Studio for Office

Introduction

Using SFO

Studio for Office (SFO) – Installation

Studio for Office (SFO) – Accessing

Studio for Office (SFO) – Widgets

Studio for Office (SFO) – Upload Templates

Studio for Office (SFO) – Data

Cell Styles in Studio for Office

Native Word tables in Studio for Office

Sharing tables between MS Word and MS Excel in Studio for Office

Kurtosys Plugin for Adobe InDesign

Links

What are the prerequisites to setting up a Fund Center?

The Fund Center Template Application must be available in the client instance where you will be setting it up.
A Client Admin user for the client instance you are setting up.
An API user with a permanent token for the client instance you are setting up.