Setting which Document Type Groups should be displayed in the Portal
Choosing which documents appear in the Portal
All documents in LogiPro are categorized into different Document Type Groups.
An admin user can set which groups should be displayed in the portal. Only documents that belong to a Document Type Group that is set to be shown in the portal can be viewed and downloaded from the web portal.
These are global settings and effect all Investors and Investor Contacts.
To select which groups should be shown in the portal, click on Admin > Customise Dropdown Lists
- Click Documents Types tab
- Choose All System Generated from the dropdown
- Click Edit Groups
This opens the Document Type Groups window (below). By selecting Show in Portal for a Group in the left pane, all Document Types for that Group will be displayed in the Portal.
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