Tactyc Resource Center
  • General
    • What is Tactyc?
    • Training Videos
    • Contact Us
  • Portfolio Construction
    • Getting Started
    • Construction Wizard
      • General
      • Sector Profiles
      • Allocations
      • Fees & Expenses
      • Exit Recycling
      • Waterfall
      • Limited Partners
    • FAQs
      • How are Tactyc metrics calculated?
      • Construction vs. Current Forecasts
      • Downloading Charts
      • Reserve sizing
      • Fractional investments
      • Enter number of investments directly
      • Setting exit multiples directly
      • Backsolving to find an ideal portfolio
      • Adjusting Pacing
      • Liquidation at the end of fund's life
      • No or very little recycled proceeds
      • Creating a Fund of Funds Allocation
  • Portfolio Management
    • Adding Investments
    • Managing Rounds
      • Updating valuations
      • Updating ownerships
      • SAFEs and Notes
      • Warrants
      • Liquidation preferences
      • Multiple currencies
    • Performance Cases
      • Best Practices on Performance Cases
    • KPI Manager
      • Valuation Analysis
      • KPI Request Form FAQs
    • Document Center
    • Investments Table
      • Investment Reporting Metrics
      • Investment MOICs
      • Time Machine
      • Custom Views
      • Using Deal Tags
      • Using Custom Fields
    • Cap Table Calculator
    • Bulk Update Options
    • FAQs
  • Advanced
    • Construction Methodology
    • Updating Model for Actuals
    • Scenario Builder
    • Custom Formulas
    • Disable Automatic Projection
    • Fund of Funds
    • Multi-Fund Views
    • Capital Call Line of Credit
  • Insights
    • Optimizing Secondary Market Sales
    • Performance across reporting dimensions
    • Optimal Reserves Ranking
  • Sharing and Administration
    • Publishing
    • Collaborators
  • API and Integrations
    • API Overview
      • Adding a Single Investment
      • Adding Multiple Investments
      • Fund Configuration and Metadata
      • Performance Metrics
      • Performance Summary
      • Investment Cashflows
      • KPI Metrics
      • Update KPI Metrics
    • Zapier Integration
  • Technical
    • Recommendations
    • Technical Limitations
    • Technical Information
  • Account Administration
    • Login Credentials
    • Invoices
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On this page
  • How to add document?
  • How to add multiple document?
  1. Portfolio Management

Document Center

Tactyc's Document Center enables you to manage and track deal or fund related documents in one place.

How to add document?

  1. Go Documents from the sidebar

  2. Click on Add Document

  3. Give the document a name, tag it to an investment and categorize it (you can create a new category too). This step is optional.

How to add multiple document?

  1. Go Documents from the sidebar

  2. Click on Bulk Upload

  3. Tag the document to an investment (optional)

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Last updated 1 year ago

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