The bulk file/document import template helps migrate large numbers of documents to GP Portal in one import.
Download the latest Bulk File Template available here. The first couple lines are examples that you should remove prior to populating.
A member of the GP Portal team will create a folder within the Box application for your documents to be stored and shared securely. Once your template is complete, share the file as well as the link to your document folder in Box; our development team will import the files on your behalf.
Naming Conventions
Investor Level – Documents specific to an investor within a specific fund. Includes investor fund code, file name and extension.
ex. EAF1INV001_John Doe Investor Document Name.PDF
Fund Level – Documents specific to a fund. All investors within a fund will have access if allowed. Includes fund code, file name and extension.
ex. EAF1_Fund Level Document Name.pdf
Template for Bulk imports (allows for mass imports organized in folders)
| Field | Type | Example | Description |
|---|---|---|---|
| Fund Code | String | EAF1 | Unique short code that identifies the fund to which the document relates. |
| Document Level | String | Fund (possible values: Fund, Investor) | Indicates the scope of the document—whether it applies to the whole fund (Fund) or a specific investor (Investor). |
| Investor Code | String / Nullable | EAF1INV001 (blank when Document Level =Fund) | Unique identifier for an investor within the fund; only populated for investor-level documents. |
| Investment Advisor | String | Name of the Fund. | |
| Folder | String | Financial Statements | Name of folder in portal used to organize the document in storage. |
| Date | Date | 12/31/2021 | Reporting or effective date associated with the document. |
| Filepath | String | EAF1_GG Ventures Fund III, L.P. 2021 Audited Financial Statements.pdf | Full filename or storage path of the original file as saved in the system. |
| Display Name | String | GG Ventures Fund III, L.P. 2021 Audited Financial Statements | Human-readable title shown to end-users; often derived from the filename but without system prefixes or codes. |