Fund Center

How to set up Commentaries and Disclaimers for use in the Fund Center

75 views October 10, 2018 October 10, 2018 Leandi Kolver 0

Before using Commentary and Disclaimer content in Fund Center there are some setup steps to go through.

  1. In FundPress > Approval Groups, create Approval Group(s) containing users allowed to publish content for the Fund Center.
  2. In Settings > Data Dictionary, create a Commentary type for content to be used on the login page, and add the Approval group created in step 1.
  3. In Settings > Data Dictionary, create Disclaimer types for disclaimers to be used in the Fund Center, and add the Approval group created in step 1.

You will now be able to create and publish Commentaries and Disclaimers in Kurtosys.

Commentaries and Disclaimers do not need to be linked to an entity or segmentation list for use in Fund Center.

Once setup the disclaimers can be linked to multiple levels in the Fund Center by adding the disclaimer type in the appConfig.json file. To find out how to do this, refer to the article on configuring the application data and settings.

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