### 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.