04.16.2026: Feature Enhancements
Documents Viewed Export – Available in Exports Library

Admins and team members with Exports access can now download a “Documents Viewed” export that lists each document alongside the investor(s) who viewed it, including view status and dates. Exports are processed asynchronously and delivered under My Profile → Exports, with a notification when complete. The downloaded Excel contains one sheet, “All Documents,” with columns: Document Name, Document Type, Published on, Viewed on (shows “-” if not viewed), Investor ID, and Investor Name. Sorting is by Document Name (A–Z), then Investor Name (A–Z).

What’s New  

• New “Documents Viewed” export available from the Exports library.
• Confirmation modal on download, status tracking (Processing → Complete), and in‑app delivery with a 7‑day availability window.
• One-sheet Excel output (“All Documents”) with standardized columns and default multi-level sorting. 

Unified Export Settings – CRM Contacts, Project List, Transfers, Capital Calls & Segments

We’ve introduced a consistent export-configuration experience across key exports, making it easier to title the export, choose sort fields and direction, pick sheets, and select/reorder columns—plus clear validations when a required sheet or column is missing.

What’s New 

• Common Settings: Title (editable, max 100 chars), Sort By + Sort Direction (Ascending/Descending), and drag‑and‑drop column order.
• Sheet Controls (where applicable): Enable/disable sheets; rename sheet tabs; validations ensure at least one sheet and one column are selected before download.
• Segments Export defaults: If no Sort By is chosen, default sorting applies—Conditions sheet by Segment Name (Asc); Contacts sheet by Segment Name (Asc), then Investor Profile Legal Name (Asc).
• In‑app delivery: Standard confirmation modal and Notifications/My Profile → Exports workflow for processing and retrieval.

05.14.2026: Feature Enhancements

Export Delivery via Secure Download Link

Exports for large distribution datasets have been improved to ensure better reliability and performance.

What’s New
- Exports with large data volumes (500+ distributions) are now delivered via a secure download link instead of an email attachment
- Email includes a clickable link to download the export directly
- Link expiration ensures enhanced security with time-bound access
- Eliminates failures caused by large file attachments

Configurable Export Settings – Commitments & Documents Viewed

We’ve expanded the self-service export configuration experience to additional exports, enabling greater flexibility and control.

What’s New
- Title customization for exported files (up to 100 characters)
- Ability to configure sort column and direction, columns, and column order
- Sheet-level controls including rename, enable/disable
- Built-in validations for minimum sheet and column selection
- Consistent export delivery via notification center

K‑1 Notification Enhancements – Note Details Tag Support

We’ve enhanced K‑1 portal notifications by enabling dynamic note content in email templates.

What’s New
- Added 'Note Details' tag to Insert Tag list
- Admins can include tag in notification templates
- Displays note details if available, otherwise remains blank without errors
- Always sends latest saved template

Platform Improvements – Email Campaign Configuration Cleanup

We’ve streamlined the email campaign configuration framework to improve system performance.

What’s New
- Removed outdated configurations related to email campaign images, tags, templates, scheduling, and market overviews
- Improves system stability and consistency