File Attachments*

Written by Nick Miles

Last published at: February 20th, 2020

CommunitySuite allows you to upload/attach files within certain parts of the system. For example, you might use this feature to attach a check copy to a Fund. 

To attach a file:

  • Click Attach File from the left side menu.

  • Select Choose Files in the Attach File window.

  • Select the file you want to attach and click Open.

  • Enter a Description in the Attach File window.
  • Click Start Upload.

Once the upload completes, the uploaded file will be listed in the Attached Files window at the bottom of the page.

From here you can:

  • View the file by clicking on the hyperlinked text under Filename.
  • Share or unshare the file with Fund Advisors (this only works if the file is also attached to the fund).
  • Delete the file.