Documentation Index

Fetch the complete documentation index at: https://docs.foundationhub.com/llms.txt

Use this file to discover all available pages before exploring further.

Fund Maintenance

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Fund Maintenance

To edit an existing Fund, the User can search for the Fund Name or Fund Number in the top search bar:

 

                   

Clicking on the Fund Name opens the Fund profile, and all the information can be edited (assuming the User has permission to edit Funds). After a change is made to a fund, it must be taken through the approval process to status "Active" before it can be used in a transaction.