FundPress

How to view and manage Disclaimers

104 views June 22, 2018 August 2, 2018 Leandi Kolver 0

The Kurtosys platform acts like an enterprise content management system, storing not only data and documents, but also snippets of pertinent text such as disclaimers. Kurtosys allows you to author, edit and publish your disclaimers in multiple languages seamlessly into your websites, documents and fund widgets. Approval groups allow you to interface with your compliance team and version history gives you valuable audit control.

 

 

All disclaimer data is managed within the Disclaimers module in FundPress.

Users can view the full list of disclaimers by navigating through the panel on the left.

Users can view the disclaimer details by selecting into the listed disclaimer.

Users are able to view the disclaimer details that have been published and compare this to what is currently in the draft version by switching between the two views.

Users are also able to view disclaimers for different cultures.

How to view changes made to Disclaimers

Users can view all updates to a disclaimer by selecting the version history panel on the right.

The version history allows the user to select a previous version of the disclaimer and view the disclaimer details at that point in time.

How to publish a draft version of a Disclaimer

1. Edit draft and select SAVE DRAFT.

2. Select SUBMIT FOR APPROVAL.

3. A user assigned to the Approval Group needs to APPROVE the draft.

4. Select PUBLISH.

Note – if the draft submitted is rejected by the approval group user, the user is taken back to step 1 and forced to start the approval process again.

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