Recent Articles
Re-import the Lead Schedule - Sorted
Introduction Here's how you can Re-import Lead Schedule for a Job. How to Re-import Lead Schedule Step 1: Click on the Fund Dashboard, and select the fund for which you want to re-import the lead schedule. Step 2: Click on the Re-import Lead Schedule ...
How to sign off on financials
Introduction Ensuring financial statement accuracy is vital. We've added a new Sign-off feature to Sorted Pro’s Workflow, making it easier to track who has approved financials. Now, the person approving/signing off the financials can simply check the ...
How to Delete a Document
Introduction If you've mistakenly uploaded a document in the fund, follow these steps to remove it: How to Delete a Document Step 1: Go to the Audit Console page and select DMS from the top taskbar. Step 2: Choose the Fund Name and Folder. Step 3: To ...
Empowering Partners and Directors with New Sign-off Feature for Financials
Introducing Signoff Ensuring financial statement accuracy is vital. We've added a new Sign-off feature to Sorted Pro’s Workflow, making it easier to track who has approved financials. Now, the person approving/signing off the financials can simply ...
Organise Documents
Introduction Introducing the enhanced Organise Documents feature in Sorted, offering streamlined document management. Users can now easily filter, remove roll forwards, and delete all bookmarks in just one click. With improved icons and intuitive ...