Document tracker | support.carta.com

Document tracker

The document tracker enables you to monitor in real time how fund documents are received and progressed.

The tracker enables you to :

• Instantly see which fund documents are currently outstanding

• Monitor the state of completion of fund documents, by quarter and document type

• Instantly locate those documents in the inbox, then process them or assign them to another user

You can set

• Time period (four quarters will be shown)

• Funds listed (search)

• A range of filter criteria, available in the ADVANCED FILTER panel

You can also switch between grouping by investor and grouping by fund; this allows you to optimize the display for your workflow.

Saving custom views

You can now save a filter configuration for the tracker, give it a name, and return to it any time from the left hand menu.

Use the ••• ellipsis menu top right and select 'Save view as':

Sorting the tracker

You can organize the display of the document tracker by fund commitment or just by fund.