Knowledge Base – Page 19

Replacing multiple documents Replacing existing documents with new or updated documents is simple with our easy to use Document Replace

What is the Document Hub? The Document Hub is a file storage service in Kurtosys that is designed specifically to

Impersonations allows a Kurtosys user to impersonate or emulate another user. All users have the ability to impersonate other users,

The Custom Fund Identifiers feature under System Administration > Clients allows users to search for and add funds or share

Two-factor Authentication Two-factor Authentication adds another layer of security to Kurtosys. When logging in for the first time users are

Layouts is a powerful tool which allows the user to configure a set of individual components within a template. This

The Tools Gallery is used to preview components rendered within a defined template such as a factsheet or product page.

The Tools Gallery is used to preview components rendered within a defined template such as a factsheet or a product

How to view and manage Commentaries The Kurtosys platform acts like an enterprise content management system, storing not only data

The Kurtosys platform acts like an enterprise content management system, storing not only data and documents, but also snippets of