E-file – Disclosure management to investors

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Introduction

The “Disclosure management to investors” module is a new application available to you through e-File, which will eventually replace the existing “Dissemination set up” module that you are already familiar with.

This short guide aims at presenting you with the basic functions of the module -even though, as you will soon realize, it is designed with simplicity and intuitiveness in mind.

We hope you enjoy the new application as much as we do. For any feedback or inquiries, please do not hesitate to contact us at: • dissemination@fundsquare.net • funddatasupport@fundsquare.net



Presentation of the new interface

Main Page

Before

MainPage Before 1.png


After

MainPage After 1.png



Filters

Before

Filters Before 1.png


After

Filters After 1.png



Accessing the library

Before

Accessing the library Before 1.png


After

Accessing the library After 1.png



Migration summary for the main page

Main Page Before after 1.png

Entity Library

Before

Entity Library Before 1.png


After

Entity Library After 1.png



Fund Library

Fund Library After 1.png

Fund Library Before-After 1.png

Library Filters

Before

Library Filters Before 1.png


After

Library filter After 2.png


Before After

Library Filters Before After 1.png



Document details and history

Before

Document details and history Before.PNG


After

Document details and history After.PNG


Before-After

Document details and history Before-After.PNG



Import

Before

Import Before.PNG


After

Import After.PNG


 NEW:: Set Bulk Parameters

Import Set bulk parameters New.PNG



Before-After

Import Before-After.PNG



Action Selection

Action Selection Before-After.PNG



Change Document Indexation

Change Document Indexation Before-After.PNG



Suggestions

Before

Suggestion Before.PNG


After

Suggestion After.PNG


Before-After

Suggestion Before-After.PNG



Transmission

Before

Transmission Before.PNG


After

Transmission After.PNG


Before-After

Transmission Before-After.PNG



Consolidated view display

Before

Consolidated view display Before.PNG


After

Consolidated view display After.PNG


Before-After

Consolidated view display Before-After.PNG



Consolidated view transmission

Before

Consolidated view transmission Before.PNG


After

Consolidated view transmission After.PNG


Before-After

Consolidated view transmission Before-After.PNG



SSRS Exports

New

SSRS Exports New.PNG


Before-After

SSRS Exports Before-After.PNG



Main changes

  • Name change: “Document Management” to “Document Library”
  • The module is available in English only
  • Integration of reports exports related to the management of document are now available by clicking on the « Export » button in the Document Library
  • New Bulk indexing parameters setting feature
  • Disparition of the “Selected” status for transmissions, transmissoin are now direct
  • The tab « Documents with indexation error » tab does not exist anymore