When FundApps generates disclosure documents, it populates asset details from the result and the relevant entity.

Entity details can be viewed, created, and amended within the Portfolio & Entities Screen in the main menu at the top of your environment. Once a particular entity is chosen, navigate to the Form Properties tab from the left menu.

The following properties are commonly used in disclosure forms:

Any additional entity properties required for form generation will be reported in the errors file within the generated disclosures ZIP file.

Important note: You do not need to rerun the file when making changes to properties; instead, just re-generate the document.