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portal - adding new tab

One of our DAF advisors is asking for a tab in the portal that reads "Portfolio Performance" so we can upload and archive PDF copies of the investment returns. I realize we can do this under the Files tab but would need to do it for each fund individually -- if I'm not mistaken. Is there any thought to creating a way to upload/share files with all DAF advisors in our system?

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Randy Macon shared this idea  ·   ·  Report…  ·  Admin →
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  • Julie commented  ·   ·  Report

    Hey Randy - you can share a file to a group. It would be under the Files tab so the advisor would need to know to look for it there.

    From Foundant Support https://support.foundant.com/hc/en-us/articles/4404655959319-Files

    Attaching a file to a fund group, subgroup, division, or segment then clicking Share will share the file with all fund advisors who have access to the Files tab on the fund advisor portal and are advisors to funds in that group, subgroup, division, or segment.
    This is the best way to bulk share files to the fund advisor portal.