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.
The table shows Date Uploaded, Publish Date, Document Name, Fund, Unit Class, Category, and an Investor Portal column indicating whether the document is currently visible to investors (Yes/No).
Use keyword search to find a document by name, category, or filename, and the Category, Investor Portal, Fund, Unit Class, and Publish Date filters to narrow the list. Any column can be sorted.
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, or make it visible again
Note: The Investor Portal column on the Documents table is display-only. To change whether a document is visible to investors, open it via the ellipsis (…) menu and edit it.
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
Optionally, select a Unit Class to target the document to holders of that class only. Leave it as All Unit Classes to make it available to every holder in the fund.
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.