This article will guide you through Class' Document Management Solution (DMS). The DMS is where you can save, organise and manage your documents in Class for the particular fund or portfolio.
- Adding Documents
- Viewing, Editing, Download and Deleting Documents
- Adding Documents to a Transaction/Event
- Dragging and Dropping Documents
The document cannot be larger than 20MB if you add it via Fund > Fund document or to a transaction/event, and it cannot be larger than 10MB if you drag and drop it to the Fund Dashboard.
- Microsoft Documents
- PDFs
- Images such as PNG, JPEG and TIFF formats
Adding Documents
Navigate to Fund Level > Fund > Fund Documents
- Select Add Documents
- Click Select Files..., to add one or more documents from your network
- Click Open, once you have selected the document(s) you would like to add
- The Add New Documents screen will open, enter the following details:
- Document Date
- Enter a Description
- Select Members if relevant to the document
- Select Accounts if relevant to the document
- Select Investments if relevant to the document
- Select System Tags, to add a document tag
- Select Custom Tags if relevant
- Click Save
Viewing, Editing, Download and Deleting Documents
Navigate to Fund Level > Fund > Fund Documents
Viewing and Editing Documents
- Select the Menu icon,
- Select View/Edit
- The Document Details screen will open, where you can make changes the the following highlighted fields
- Click Save once you have made the required changes
Download Documents
- Select the Menu icon,
- Select Download
- The document will then download and open
Deleting Documents
- Select the Menu icon,
- Select Delete
- The 'Delete Document Confirmation' toolbox will appear, select Delete or Cancel if you do not wish to delete
- A confirmation message will appear after selecting Delete, confirming that the document was successfully deleted
Documents that have been created by integrated third parties such as Property Valuations from CoreLogic or Actuarial Certificates cannot be deleted from the DMS screen. Such documents are protected and marked with the locked icon , to ensure no events are accidentally altered or supporting documents deleted.
Adding Documents to a Transaction/Event
Documents can be attached to most transactions. You can attach documents at the time of creating a transaction or them to events that have already been saved or that were created automatically by any data feeds by clicking on a transaction in the Browse Events screen.
Documents attached to transactions will automatically appear in Fund documents with multiple tags automatically added according to the transaction type
If the transaction is new, you must first submit the transaction, after which the series of Tabs will display. Then navigate to Documents.
Navigate to Fund level > Transactions > Browse Events
- Click/Open the transaction you would like to add a document to
- Click the Documents Tab
- Click Add Document
- Click Select File
- Select the file to upload
- Click Open
- Click Upload
- The document will then be available with options to Download or Delete from this screen
You can also navigate to Fund > Fund Documents to view it there as well. In the above example, the document will be tagged with Business Event, Buy, BHP and FY2019 as shown below:
In the Browse Events screen, any transactions with documents attached will display a paperclip icon. You can jump straight to the list of attached documents by clicking on the paperclip icon:
Dragging and Dropping Documents
You can drag a document from your device and drop it the to Fund Dashboard.
What's Next?
See FAQs - Document Management knowledge-based article to address scenario-based questions our Support Team have previously answered.