Document Creation

Document generation within GP Portal enables users to import datasets and automatically generate unique PDFs for each investor. Below are step-by-step instructions for generating documents within the internal GP Portal application.

If a Form Template has not been created yet, you will want to visit our guide on Form Management prior to beginning these steps.

Document Creation Process

Document Creation generates one or more documents based on selected form categories and types.

Navigate to Document Creation

1. Navigate to Portal Uploads in the left navigation menu.
2. In the upper-right corner, click Add Package.
3. Select Investor Level.
4. Select Document Creation.

Basic Information Section

1. Select the Investing Entity with which to associate the documents.
2. Choose the folder where the documents will be stored.
3. (Optional) Apply watermarks visible upon document download by investors.
4. Name the Document Package. This internal title will not be visible to investors.
5. (Optional) Specify a Due Date if the document requires investor action by a certain time. This date will appear on the Document Package Details page and can be incorporated into campaigns via short tags.

Document Generation Section

1. Select a Form Category (e.g., PCAP).
2. Select a Form Type (e.g., HF Onshore IS QTD, YTD & ITD Reporting).
3. Name the generated file. This will become the file name for each document. Use dynamic tags like {{investorName}} to customize each document name.
   • (e.g., {{investorName}} Q3 PCAP 2025).
4. Add data files by dragging and dropping them into the attachments box or by clicking Select Files.
   • The two files that should be imported are the Data File and Referential File.
5. Click Generate Documents.
6. A notification will inform you that your documents are processing, and you will receive an email containing a link to the completed package.
7. If validation fails, the system will provide error logs for the failed generation. After taking note of the issues, please create a new document creation package.

Editing the Package

After document generation is complete:

• Access the generated package via the Portal Uploads page, where it will appear in draft status, or directly from the email link provided.

A list of generated documents will display the following attributes:

• Document Name
• Display Name
• Investing Entity
• Folder
• Investor
• Document Date
• Published Status

Quick Actions

• Disable Download per Document: Prevents specific documents from being downloaded.
• Download per Document: Allows individual document downloads.
• View All Documents: Enables easy navigation between documents using previous and next buttons.
  • Click Download to download the PDF currently being viewed.

Edit Package

Editing the package mirrors the initial package creation but now displays the generated documents at the bottom. You can modify the Display Name, which investors will see on their accounts.

Discard

Selecting Discard removes all package contents entirely, deleting it from the uploads list.

Submit

Clicking Submit initiates the review process, where you select a reviewer to approve and publish the package contents.