Navigating the System

Menu Options To navigate the System, there is a Menu button in the top left-hand side of the screen providing access to different menus in a dropdown. Access to System functions is controlled by roles. So, it may be that not all people have acce...

Support Section When a support ticket is entered into the System, FidTech’s support staff will address the ticket and provide updates through the support mechanism in agreed upon timeframes. When an open support ticket is updated, an email will ...

Search Screen / Results Ordering The search pane allows you to search the System and will return a listing of all Funds, Interested Parties, Grantees, Vendors, and Securities that match your search term. You must enter a search of at least th...

Exporting For each screen in FoundationHub that can be exported there will be a print icon on the upper right-hand side of the page (i.e., Cash Receipt workflow report below). Click this icon and change the destination to save as PDF and click "...

Ensuring Information Flows throughout FoundationHub FoundationHub requires specific information to be populated correctly for data to flow throughout the System. Whenever a field requires an Interested Party, Grantee, Vendor, etc. on a transacti...

New Inbox – Default Option The default inbox for FoundationHub has been updated to the latest version. As highlighted in prior release notes, many additional data points have been included in the Inbox views noted below. All transaction typ...