What's New

Managing investor documents just got smarter. File and folder names in the File System can now be automatically generated using data from investor form submissions — no more manual renaming after every download.

This applies to both Dataroom file access and direct FS UI downloads, giving your team consistent, meaningful file names without any extra effort.

What this means for you

• File names can automatically reflect investor-specific data such as fund name, share class, or entity type - for example: Offer Letter_FundX_Offshore.pdf
• Works across both your Dataroom and investor document downloads
• Eliminates the need to manually rename files after each download
• Ensures consistent, structured file naming at scale

To explore availability and learn how to enable file naming conventions for your fund, please reach out to our Customer Success team at support@anduintransact.com.