Email Distribution gives you the ability to send documents produced in the Document Production Center, as a Zip file attachment,
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Email Distribution gives you the ability to send documents produced in the Document Production Center, as a Zip file attachment,
When a client generates and hosts their Documents with Kurtosys, the URL on which these documents are presented (when the
What are Factsheets? Factsheets are both the marketing documents of an asset management company, as well as the documents specified
The Documents product includes all document-related functionality. This includes the uploading, replacing and view settings for documents. When documents are
All documents visible in the Document Hub are available to be viewed. Click on a document File Name – a
Document Hub The Document Hub is the library where a client’s documents live. These documents can be uploaded to a
Document Hub The Document Hub is the library where a client’s documents live. These documents can be uploaded to a
Document Hub The Document Hub is the library where a client’s documents live. These documents can be uploaded to a
How to set up document distribution from the Document Production Center
The Document Production Center has the functionality to automatically distribute your fund documents created in the Production Center to your
How to replace existing documents in the Document Hub
Replacing multiple documents Replacing existing documents with new or updated documents is simple with our easy to use Document Replace