What are the Document Visibility settings?

Document Visibility options vary by your Seraf account level. When uploading or editing documents for storage in Documents & Reports, you can select the Document Visibility, or privacy, appropriate for each document, such that the document is made available only to those who should have access. The options include:
  • Private - only visible to the account holder.
  • Private to the selected investor and the group manager - visible to the account holder and, when part of an investment group, the group's manager.
  • All members of investor group - visible to the account holder and, when part of an investment group, all investors in the group.
  • All investors in the entity - visible to the account holder and, when part of an investment group, all investors in the group who invested in the specified entity (company or fund).
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