✨ What’s new

File Insights is now available for documents shared through the Investor Portal. Fund admins can monitor investor engagement with shared documents and send targeted reminder emails to recipients who have not yet accessed them - all within the platform.

👥 Who can use it

File Insights is available to all IDM admins and can be accessed from any document view, including:

• The Portal global Documents tab
• A Portal instance's Documents tab
• The Package Details view

💡 Why it matters

When sharing important investor documents, visibility into investor engagement can support compliance, audit readiness, and investor follow-up efforts.

File Insights helps firms:

• Understand which shared documents have been accessed and which remain unreviewed
• Follow up with non-engaged recipients directly from the platform, without relying on manual tracking or external email loops
• Maintain a complete record of investor interactions across document versions

⚙️ How it works

File Insights introduces three key capabilities after a document has been shared:

1. Engagement Status Tracking:

Quickly see whether a shared document has been accessed by any recipient directly from the document dashboard.

2. Reminder Emails:

Send reminder emails to recipients who have not yet engaged with a document, either individually or in bulk across multiple documents.

3. Detailed Engagement Insights:

Access a dedicated insights view for each document, including:

• Engagement metrics and visual summaries
• Recipient-level view and download activity
• A complete recipient activity log
• Version-level insights for documents with multiple versions