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| [[File:If your account is linked only to one Actor.PNG|800 px]] | | [[File:If your account is linked only to one Actor.PNG|800 px]] |
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| | Once the data is loaded, you will be presented with your (actor level) account overview. All dissemination contracts associated with it should appear: |
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| ===Migration summary for the main page===
| | [[File:Once the data is loaded.PNG|800 px]] |
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| [[File:Main Page Before after 1.png|800 px]] | |
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| ==Entity Library==
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| '''Before'''
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| [[File:Entity Library Before 1.png|800 px]]
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| '''After'''
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| [[File:Entity Library After 1.png|800 px]]
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| ==Fund Library==
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| [[File:Fund Library After 1.png|800 px]]
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| [[File:Fund Library Before-After 1.png|800 px]]
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| ==Library Filters==
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| '''Before'''
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| [[File:Library Filters Before 1.png|800 px]]
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| '''After'''
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| [[File:Library filter After 2.png|800 px]]
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| '''Before After'''
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| [[File:Library Filters Before After 1.png|800 px]]
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| ==Document details and history==
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| '''Before'''
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| [[File:Document details and history Before.PNG|800 px]]
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| '''After'''
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| [[File:Document details and history After.PNG|800 px]]
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| '''Before-After'''
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| [[File:Document details and history Before-After.PNG|800 px]]
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| ==Import==
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| '''Before'''
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| [[File:Import Before.PNG|800 px]]
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| '''After'''
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| [[File:Import After.PNG|800 px]]
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| <span style="background:red"> '''NEW:''': Set Bulk Parameters
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| [[File:Import Set bulk parameters New.PNG|800 px]]
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| '''Before-After'''
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| [[File:Import Before-After.PNG|800 px]]
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| ==Action Selection==
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| [[File:Action Selection Before-After.PNG|800 px]]
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| ==Change Document Indexation==
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| [[File:Change Document Indexation Before-After.PNG|800 px]]
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| ==Suggestions==
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| '''Before'''
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| [[File:Suggestion Before.PNG|800 px]]
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| '''After'''
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| [[File:Suggestion After.PNG|800 px]]
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| '''Before-After'''
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| [[File:Suggestion Before-After.PNG|800 px]]
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| ==Transmission==
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| '''Before'''
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| [[File:Transmission Before.PNG|800 px]]
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| '''After'''
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| [[File:Transmission After.PNG|800 px]]
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| '''Before-After'''
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| [[File:Transmission Before-After.PNG|800 px]]
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| ==Consolidated view display==
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| '''Before'''
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| [[File:Consolidated view display Before.PNG|800 px]]
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| '''After'''
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| [[File:Consolidated view display After.PNG|800 px]]
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| '''Before-After'''
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| [[File:Consolidated view display Before-After.PNG|800 px]]
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| ==Consolidated view transmission==
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| '''Before'''
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| [[File:Consolidated view transmission Before.PNG|800 px]]
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| '''After'''
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| [[File:Consolidated view transmission After.PNG|800 px]]
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| '''Before-After'''
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| [[File:Consolidated view transmission Before-After.PNG|800 px]]
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| ==SSRS Exports==
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| '''New'''
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| [[File:SSRS Exports New.PNG|800 px]]
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| '''Before-After'''
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| [[File:SSRS Exports Before-After.PNG|800 px]]
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| = Main changes =
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| *Name change: “Document Management” to “Document Library”
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| *The module is available in English only
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| *Integration of reports exports related to the management of document are now available by clicking on the « Export » button in the Document Library
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| *New Bulk indexing parameters setting feature
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| *Disparition of the “Selected” status for transmissions, transmissoin are now direct
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| *The tab « Documents with indexation error » tab does not exist anymore
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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
Accessing the module module
Log in to e-File: https://www.e-file.lu/e-file/
Once connected, scroll down to the “Settings” section and select “Disclosure management to Investors”:
Presentation of the new interface
Dissemination Contracts level (Actor main view) – Overview
Once connected to the module:
a) Provided that your account is linked to several Actors, you will be prompted to select one through the dropdown list at the top left (highlighted) part of the screen, as shown below:
Once you select the appropriate actor, the dissemination contracts linked to the corresponding Actor will appear:
b) If your account is linked only to one Actor, the application will immediately start loading the data relevant to your portfolio. Please wait until the loading symbol is no longer visible:
Once the data is loaded, you will be presented with your (actor level) account overview. All dissemination contracts associated with it should appear:
