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 Screen found in the Main Menu.

The following entity properties are commonly used in disclosure forms:

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

Note: you do not need to rerun the file when making changes to properties, instead just re-generate the document.