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.
- Click 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.