Onboarding Essentials
Key information and steps to help new users get started, from account setup to accessing the platform efficiently.
24 articles
- Welcome to FundApps!
- The FundApps Community
- Supported Browsers
- Security Best Practices
- Just-In-Time Access Management
- Implementation Overview
- Enfusion Implementation
- API Upload Integration
- Connecting via API
- Integrating the Room-In-A-Name (RIAN) API
- FundApps Tasks, Notifications, and Mentions
- The Task List
- How Does the Fundapps Rule Engine Process Assets?
- How We Code and Test Rules
- Results Workflow
- Understanding Prohibited Characters: A Guide to Ensuring Data Integrity
- Issuer Requests
- How Are Date and Time Displayed in Data Tables?
- AI-powered Results Insights - FAQ
- How Does the SteelEye and FundApps Integration Affect My Contract?
- Configuring SFTP File Collection and Schedules
- Generating and Converting SSL Certificates for Bloomberg DLWS
- How Does FundApps Manage Software Updates and Changes?
- Understanding and Configuring Global Settings