Document Management
This page describes document management in AIRR

AIRR provides a central platform to maintain documentation surrounding investments, clients and funds.

Giving Investors Access to documents

Files added to a Investor's document space, are be made available to the user accounts belonging to the investor.

Viewing Documents

Documents can be viewed  and added directly from the Documents subsection. Each investor has its own documents space.

File Management Settings

From here files can also be uploaded, deleted and edited.

Files pertaining generally to Investors, Investments and Commitments are managed here.

Be sure to create Investment Vehicle Document Types and Company Document Types before uploading files.Settings -> General Settings

Investor user accounts are created by following the instructions on the Investors & Commitments page.

Files can also be uploaded and managed through the Settings section.

  • Settings -> File Management

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