Controlling which Document Types are visible on the Portal
You can configure which Document Types are accessible from the Investor Portal, this is done via Admin > Customise Dropdown Lists > Document Types tab. Here you can choose to change the visibility on the Investor Portal of either Attachment Documents or All System Generated documents. Category: choose Attachment Documents.
Double click on the Document Type you want (under Description) then the below window opens. From here, you can select/deselect Show in Portal.
If you wish to change any other Document Type, choose Category: All System Generated.
Then highlight the Document Type you want, then click the Set to Show in Portal button (above).
If you wish to stop a Document type from appearing in the portal, when you highlight it, the button will say Set to Not show in Portal. Click this and the Document Type will no longer be visible on the portal (see screenshot below).
Setting the visibility in the Investor Portal of Document Groups
As before, go to Admin > Customise Dropdown Lists > Document Types > Category: All System Generated.
Then click Edit Groups
Clicking Edit Groups opens up the below window.
Tick or untick the box in the Show in Portal column to control visibility of the Document Type Group in the Investor Portal
The Relationship between visibility of a Group and a Document
If a Group is unticked in All System Generated > Edit Groups, (last screenshot above) the Document Types in that Group will NOT show in the portal even if the Document Type is ticked in All System Generated (third screenshot above).
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