Other tasks

 

Classification (Fund Strategy labels)

• from the setting /Entity setup, choose if you want machine assigned or manually assigned labels

Contributor List Maintenance

Contributors should typically have their entire domain approved. An email notification is sent for emails without document link or attachments, to a designated person in your team

• verify and approve contributor domains
• check if expected emails have been delivered
• verify each contributor notification settings for emails received by UPMONTH that do not have attachments
• add any new contributor to the list

Drawer Maintenance

The drawer page is meant to be cleared and stay empty

• Remove files from the default section once you are done with the files added
• Delete any added section you no longer use

User Maintenance

• Verify that you have ADMIN privileges
  • provide Admin privileges to new members that require settings access
• Review list of users with full access vs. those with partial access
• Disable users from all home are no longer part of your entity

Contact List / Address Book Maintenance

Your address book can easily be populated by dragging vCARDS to the AB page.

• import vCARDS to your address book to maintain the most up to date contact list

Distribution List Maintenance

• update distribution lists to include new contacts
• remove legacy contacts