Documents with the right audience

Visibility

A document is visible to the whole fund, to selected share classes, to specific investor entities or to staff only. Search results respect the same rules, so an investor never sees a title they cannot open.

• Default folder tree for offering documents, legal, calls, distributions, reports, statements, tax and side letters
• Side letters visible to staff only
• Scheduled publication and retention policies with legal hold

Handling

Uploads are quarantined and scanned for malware before anyone can download them, and PDFs are sanitized to remove scripts and attachments. Files are served from a separate origin in a sandboxed viewer, never from the application origin.

• Diagonal watermark with the investor's entity, email and date on downloads, configurable by document type
• Download links that expire after 60 seconds
• Access log of views, downloads and print intent, per document and per investor

Viewer

A full-screen PDF viewer with pinch zoom, a page scrubber, text search and a night mode, available offline for recently opened files except tax documents.