Document Management
View, search, and manage all user documents
Manual Upload Feature
Use the Manual Upload button to upload documents directly to a user's workspace when the automated document generation process fails. Documents uploaded manually will be flagged with a "Manual" badge for tracking purposes.
8,432
Total Documents
127
Manual Uploads
23
Processing Now
5
Failed Today
All Documents
8,432 documentsStatus:
Type:
Deliverable:
| Document | User | Deliverable | Status | Created | Actions |
|---|---|---|---|---|---|
Horizon_Partners_IC_Memo_v2.pdfManual2.4 MB • Order #ORD-2847 | MC Marcus Chenmarcus.chen@horizonpe.com | IC Memorandum | Manual Upload | Today, 3:24 PM | |
SearchFund_Financial_Analysis.pdf1.8 MB • Order #ORD-2846 | EJ Emily Johnsonemily@searchfundventures.com | Financial Analysis | Completed | Today, 11:20 AM | |
Nexus_CIM_Draft.docx4.2 MB • Order #ORD-2845 | SL Sarah Liusliu@nexusfamilyoffice.com | CIM | Processing | Today, 9:45 AM | |
Risk_Register_BluePoint.xlsx892 KB • Order #ORD-2844 | RP Robert Parkrpark@bluepointconsulting.com | Risk Register | Completed | Yesterday | |
QofE_Summary_Meridian.pdf1.1 MB • Order #ORD-2843 | JW James Wilsonjwilson@meridianbrokers.com | QofE Summary | Failed | Yesterday |
Showing 1-5 of 8,432 documents