The Admin App allows you to upload and distribute documents to all unit holders of a fund.
Step 1: Select the Fund
In the navigation pane, select Funds
Choose the relevant fund from the list
Click the Documents tab to view all documents already uploaded for the fund.
Use the toggle button on the right-hand side to control whether a document is visible to investors.
Use the ellipsis (…) button to edit or delete the document.
When editing, you can:
Replace the document
Rename it
Change its category
Hide the document from investors
To add a new document, click Add Document in the top-right corner
Step 2: Upload and Configure the Document
On the Add Document page you can:
Upload the document
Set its name
Choose a category
Select the publish date
Note: If the publish date is set in the future, only investors holding units at the time of publishing will receive an email notification and be able to access the document on the portal.
Use the toggles to:
Add the document to the investor portal
Notify investors via email when it is uploaded
Tip: To see how an investor can access, view, and download documents, click here to view the Investor Portal guide.
If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.