Knowledge Base 🧠
Sharing

The Sharing feature allows a user to create content on one site and then share it to other sites. This

Template Replacement

Circumvent the need to change your document templates or saved text content for each reporting cycle. With Template Replacement for

Email Distribution

Email Distribution gives you the ability to send documents produced in the Document Production Center, as a Zip file attachment,

Contacts

The Contacts option in the System Administration toolset allows a system user to add a list of contacts with First

Line Chart App

Table of Contents Description The Line Chart App is used for displaying timeseries data so that there is a clear

Hreflang Tags

Hreflang tags are little code snippets on a web page that allow Google (or other search engines) to see what

Attestation App – Customization

Description The Attestation App applies a User’s country, investor type, and language settings to display appropriate Fund and Share Class