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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
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
Editing Roles
Adding Roles
Kurtosys User Roles
Authentication
Single Sign-On – Auth0 Setup
Single Sign-On
Single Sign-On – Windows Azure Setup
Contacts
Contacts
Activity Tracking
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
Introduction to DXM
Site Management
DXM WordPress Audit Logging
Site Management
DXM Site Management Explained
Domain Management
Header 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
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
Template Translations
DXM Workflow
Master Templates
Dynamic Sharing Values
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
Template Translations
All Translations
Translations – Cloudwords Integration
Translations – RWS (SDL) Integration
Manual Translations
Multisite Management
How to add WordPress users to your sites in a multisite structure
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 ????
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
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
Factsheets
Managed vs Self-Managed Document Production
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
Introduction to Studio
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
Application 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
Introduction to Data
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
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
Fund Managers
Fund Managers
Approval Groups
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
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)
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
Categories
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
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
Editing Roles
Adding Roles
Kurtosys User Roles
Authentication
Single Sign-On – Auth0 Setup
Single Sign-On
Single Sign-On – Windows Azure Setup
Contacts
Contacts
Activity Tracking
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
Introduction to DXM
Site Management
DXM WordPress Audit Logging
Site Management
DXM Site Management Explained
Domain Management
Header 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
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
Template Translations
DXM Workflow
Master Templates
Dynamic Sharing Values
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
Template Translations
All Translations
Translations – Cloudwords Integration
Translations – RWS (SDL) Integration
Manual Translations
Multisite Management
How to add WordPress users to your sites in a multisite structure
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 ????
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
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
Factsheets
Managed vs Self-Managed Document Production
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
Introduction to Studio
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
Application 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
Introduction to Data
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
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
Fund Managers
Fund Managers
Approval Groups
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
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)
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
Links
Contact Support
Kurtosys website
Workflow Entitlements
Step 1: Enable Workflow Entitlements
Step 2: Create Approval Groups
Step 3: Set Up Access for specified Document Production Workflows
Step 4: Control Access to Document Production Workflows
Step 5: View Workflows with Entitlements Enabled
