Manage Fund Name

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The funds that are assigned to documents uploaded into the ProFundCom library are managed in this section. This is a way of clearly distinguishing the documents sent to contacts and allows reporting by fund type. The standard list is shown below.

 

 

To add a new document type, enter the document type name in the Add new document type box and click on the Create Type button.

 

 

The new document type Manager Commentary is now added to the list

 

And is also available and the ProFundCom Library.

 

 


To delete a document type click on the red cross and the type will be deleted.

 

In this case Newsletter is removed.