How to use Active Through Dates

An Investor’s folder access for an Investing Entity can be limited to a specific time period using Active Through Dates. If dates are set for one of the Investor’s folders, then only documents with a Document Date inside the date set of that folder will be accessible by the Investor’s contacts.

Steps

1. Navigate to an Investor’s edit page. Review the article How to Edit a Record for more information.
2. In the Investor Section, find the Investing Entity for which the Investor’s document access should be limited. 
3. Click ‘Limit Folder Access’
4. From the dropdown, select which Folder should be limited.
   1. If only a Start Date is entered, the Investor will have access to all documents with a document date of the specified date and after.
   2. If only an End Date is entered, the Investor will have access to all documents with a document date before or on the specified date. 
   3. If both a Start Date and End Date are entered, the Investor will have access to documents with a document date on or within the specified dates.
5. The active through dates will automatically be applied to all of the Investor’s contacts for that particular Investing Entity and folder.
6. To add additional limited folder access, click ‘Limit Folder Access’.
7. Submit the record for review. Once approved, the contact’s folder access will be updated.

Note: The limited access indicated in the Communication grid is not published until after the record is approved.