Managing Supporting Documents as a Fund Manager

Managing Supporting Documents as a Fund Manager

As a fund manager, you sometimes need to upload, edit or delete additional supporting documents to the invoice.

Uploading Additional Supporting Documents to Submitted Invoices

In order to add supporting documents to a previously uploaded invoice, do the following:
  1. Go to the Dashboard page and switch to the Exposure by Invoice level.
  2. Select the invoice number.

  3. Click the Upload button in the Supporting documents section of the invoice card.

  4. Select the document type of the supporting document you upload.


  6. Click the Upload Docs button and select the document to upload.

    Alternatively, you can drag and drop files.

  7. Click Submit to upload the document.

Updating Supporting Document Type

In order to edit the type of a previously uploaded supporting document, do the following:

  1. Go to the Dashboard   page and select the invoice number.

  2. Click the pencil icon next to the document in the Supporting documents section of the invoice card.

  3. In the opened window select a new document type from the dropdown.

  4. Click Submit .

Deleting Supporting Documents

You can only delete supporting documents that you uploaded yourself.
In order to delete previously uploaded supporting document, do the following:

  1. Go to the Dashboard   page and select the invoice number.

  2. Click the trash icon next to the document in the Supporting documents section of the invoice card.

  3. In the opened window click Yes, delete .


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