Fund List Maintenance

• Add a fund to your list, when you establish a new fund relationship and start receiving files from a new fund
  • you can batch upload your fund list (via .csv file) - discuss with UPMONTH team.
  • Add new contributors to your Contributor list, if you want to have the fund send documents directly to your library
• Add an Alias to the Fund. Review how well documents are matched, to each fund. If files are not getting matched because a different name is printed on the document, consider adding an Alias to that fund
• Only Remove funds from your list if you believe you are not aggregating documents from the fund and you have never collected about them