What are Factsheets? Factsheets are both the marketing documents of an asset management company, as well as the documents specified
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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
How to add documents to the Document Hub
What is the Document Hub? The Document Hub is a file storage service in Kurtosys that is designed specifically to
How to generate and download documents in the Production Centre
After setting up your Workflow, and all steps for a document have been approved, you can generate your PDF factsheets. To start