Fund Advisor File Uploads
It would be great if Fund Advisors can upload files they would like kept on record and for others to view. Currently, I have groups that would like to upload their Board minutes, impact reports, press releases, and other documents for present and future members to view in the portal. If fund advisors upload the information, it could also be automatically marked as "shared".
Savannah
shared this idea
Due to the release of the Portal in the sandbox (August in Live sites), requests related to the legacy fund advisor system are being moved to not planned. Foundant plans to sunset the legacy fund advisor portal on 4/1/2025.
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Savannah
commented
Hello, I would like to request that any attachments submitted by a fund advisor through their portal can be seen by the fund advisors. Currently, I have to go back into the request, download the attachment, then save it to their fund and share it to them.