Notifying About Uploaded Supporting Documents as a Fund Manager
If you want to inform other parties about supporting documents you added to the invoice and, for example, whether the documents need to be reviewed or signed, you can notify them from the invoice card and add a message.
In order to send a message as a fund manager, do the following:
- Log in to the platform with the fund manager account and switch to the Fund Manager mode.
- Go to the Dashboard page or any page from the Invoice Workflow menu except for the Invoice Upload page.
- If you are on the Dashboard page, switch to Exposure by Invoice.
- Click the invoice number to open the invoice card:
- Click the Upload button in the Supporting documents section of the invoice card.
- If you need to upload supporting documents first, follow the Managing Supporting Documents as a Fund Manager article.
- In the opened window click the Notify button at the bottom:
- The Send a message window opens.
Enter the following information: - Recipients - counterparties that will receive the notification.
- Subject - the subject of the message.
- Message - the message itself.
- Supporting documents - the documents that will be attached to the notification.
- Click Send to send the message.
All users from selected counterparties with enabled notification for this event will receive the message.
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