How do I set up Profile and Fund folders with Host*Net?

Your FIMS Host*Net comes with Profile and Fund folders available to use for storing electronic documents.  Profile and Fund Folder buttons (located on the Profile and Fund toolbars respectively) give you easy access to documents and files stored in these folders (e.g. copies of correspondence sent, reports, emails, scanned newspaper clippings, photographs, Fund Statements, scanned Fund Agreements, etc.).
Refer to the attached document to understand how to create the folders, move or copy files into the folders, and then access them from FIMS.
How to Save Docs into FIMS folders.pdf

Was this article helpful?


Thanks for your feedback! Did this solve your issue?

Comments (optional):


Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):


Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.