Can I distribute my documents from the Production Centre?

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Kurtosys App

Introduction

Kurtosys App – An 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

Introduction to System Administration

Data Dictionary

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

Assigning Data Entitlements 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

Editing Data Entitlement Lists

Creating Data Entitlement Lists

Watermarks

Clients Settings

Document URLs

Authorization Settings

How to configure Kurtosys login and password security features

Roles

Editing Roles

Adding Roles

Kurtosys User Roles

Authentication

Single Sign-On

Single Sign-On – Windows Azure Setup

How to set up Single Sign-on

Activity Tracking

FAQs

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

Introduction to DXM

Site Management

DXM Site Management Explained

Domain Management

Search Engine Optimization (SEO) Keywords

DXM Mappings, Redirects and Testing Best Practices

DXM Domain Management

Redirects

DXM Redirects

IP Restrictions

How to set up DXM IP Restrictions

WordPress

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

Multisite Management

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

FAQs

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 🍿

Creating a DXM Site

Creating a Site & Page

Restricting IP Addresses

Documents

Introduction

Introduction to Documents

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

How to view and edit Layout Configurations

Document Production Center

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

FAQs

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 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?

Studio

Introduction

Introduction to Studio

Apps

Commentary App

User Context App – Customization

User Context App

User Profile App

User Profile App – Email Templates

Authentication App – Email Templates

Authentication App – Customization

Authentication App

FAQs

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?

What is a Fund Center?

Data

Introduction

Introduction to Data

Disclaimers

How to view and manage Disclaimers

Commentaries

How to view and manage Commentaries

Translations

How to add and edit Translations

Segmentation

Editing an existing Segmentation List

Approval Groups

Tools Gallery

How to edit tool configurations in the Tools Gallery

Layout

How to view and edit Layout Configurations

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

Communities

Gated Content and Communities

Document Portal Visual Guide

How to set up a Document Portal

Portals

Introduction to Portals

Embedding Portal Apps into WordPress

Communities

Gated Content and Communities

Portal Users

FAQs

Why does the set password link in my portal registration emails not work?

Studio for Office

Introduction

An introduction to Studio for Office (SFO)

Kurtosys App – An 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

Introduction to System Administration

Data Dictionary

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

Assigning Data Entitlements 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

Editing Data Entitlement Lists

Creating Data Entitlement Lists

Watermarks

Clients Settings

Document URLs

Authorization Settings

How to configure Kurtosys login and password security features

Roles

Editing Roles

Adding Roles

Kurtosys User Roles

Authentication

Single Sign-On

Single Sign-On – Windows Azure Setup

How to set up Single Sign-on

Activity Tracking

FAQs

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

Introduction to DXM

Site Management

DXM Site Management Explained

Domain Management

Search Engine Optimization (SEO) Keywords

DXM Mappings, Redirects and Testing Best Practices

DXM Domain Management

Redirects

DXM Redirects

IP Restrictions

How to set up DXM IP Restrictions

WordPress

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

Multisite Management

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

FAQs

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 🍿

Creating a DXM Site

Creating a Site & Page

Restricting IP Addresses

Documents

Introduction

Introduction to Documents

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

How to view and edit Layout Configurations

Document Production Center

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

FAQs

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 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?

Studio

Introduction

Introduction to Studio

Apps

Commentary App

User Context App – Customization

User Context App

User Profile App

User Profile App – Email Templates

Authentication App – Email Templates

Authentication App – Customization

Authentication App

FAQs

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?

What is a Fund Center?

Data

Introduction

Introduction to Data

Disclaimers

How to view and manage Disclaimers

Commentaries

How to view and manage Commentaries

Translations

How to add and edit Translations

Segmentation

Editing an existing Segmentation List

Approval Groups

Tools Gallery

How to edit tool configurations in the Tools Gallery

Layout

How to view and edit Layout Configurations

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

Communities

Gated Content and Communities

Document Portal Visual Guide

How to set up a Document Portal

Portals

Introduction to Portals

Embedding Portal Apps into WordPress

Communities

Gated Content and Communities

Portal Users

FAQs

Why does the set password link in my portal registration emails not work?

Studio for Office

Introduction

An introduction to Studio for Office (SFO)

Links

Can I distribute my documents from the Production Centre?

Currently documents generated in the Production Centre can only be downloaded. Use the downloaded file to distribute the documents where necessary.