# default > default knowledge base – help articles and documentation. ## Help for Administrators - [Track Investor Progress](https://support.passthrough.com/en_us/track-investor-progress-rJhCgcVh5.md): Passthrough's Investor Progress Bar can be used by administrators to monitor and track investors across the fund life cycle. First, navigate to the ... - [Review Investor Subscription Documents](https://support.passthrough.com/en_us/review-investor-subscription-documents-BJwEVq4n5.md): Administrators can review, comment, request changes, and approve subscription agreements from prospective investors. Review Subscription Agreements: On... - [Review submission in document](https://support.passthrough.com/en_us/review-submission-in-document-rkR790hcll.md): When reviewing - [Request Changes From Investors](https://support.passthrough.com/en_us/request-changes-from-investors-SktIfc6Beg.md): Administrators have the ability to request changes on investor subscription agreements directly in the Passthrough platform This will kick back the documents - [Undo a Change Request](https://support.passthrough.com/en_us/undo-a-change-request-Sy34Z5qys.md): How can administrators add undo change requests in Passthrough. An administrator of a fund can only initiate the “Undo change requests&rdquo... - [Leave a Comment to an Investor (LP Commenting)](https://support.passthrough.com/en_us/leave-a-comment-to-an-investor-lp-commenting-ByESCS_nh.md): Passthrough supports - [Send Reminders](https://support.passthrough.com/en_us/send-reminders-B1IVHq429.md): Send Investor Reminder Emails How can administrators send reminder emails to prospective investors? You can send reminder emails to investors. Re... - [Add and remove documents from an Investor account](https://support.passthrough.com/en_us/add-and-remove-documents-from-an-investor-account-Byele7yjkg.md): In PHundRaiser admin users can both add and remove documents to investor accounts individually or in bulk Instructions on how to add documents can be found h - [Add side letter or document to an Investor account](https://support.passthrough.com/en_us/add-side-letter-or-document-to-an-investor-account-HJPEb9N29.md): Add Side Letter to an Investor Account How can administrators add a side letter to an investor's account for a fund closing in Passthrough? Side letters ... - [Upload Fund Documents](https://support.passthrough.com/en_us/upload-fund-documents-SyGtCvGA.md): Uploading your document Name your document and choose a document type Your options are shown below Upload your file Note The maximum file - [Undo approval](https://support.passthrough.com/en_us/undo-approval-HJu3EqE2q.md): Undo Approval How can administrators undo an approval for a prospective investor's subscription agreement? Administrators have the ability to undo approv... - [Requiring LPs to Request a Review](https://support.passthrough.com/en_us/requiring-lps-to-request-a-review-H1JRZi0fp.md): Requiring LPs to Request a Review Fund Managers can now require investors to request a review prior to signing their subscription documents Once turned o - [Send for Signature](https://support.passthrough.com/en_us/send-for-signature-rysJefVhn.md): Documents can be sent for signatures - [Add, edit, or delete new admin (Fund Access)](https://support.passthrough.com/en_us/add-edit-or-delete-new-admin-fund-access-r1Gi89E39.md): User Access Control How can administrators add new users or edit existing user access? Administrators (General Partners and their legal teams) ha... - [Closing Settings Page](https://support.passthrough.com/en_us/closing-settings-page-notifications-rJHQf0jR.md): Closing Settings Page Notifications Support Article General Settings The closing settings page shows a list of fields that can be configured on a - [Fund Settings Page Notifications](https://support.passthrough.com/en_us/fund-settings-page-notifications-rJveQ8xPA.md): Fund Settings Page Notifications Support Article Investor Notifications The fund settings page shows a list of notifications for investors and fun - [Clear or Remove Investor signatures](https://support.passthrough.com/en_us/clear-or-remove-investor-signatures-BkyAycVhc.md): Administrators with edit permissions have the ability to clear existing signatures from investor agreements in Passthrough. Note: Investors must be in... - [Export Investor data](https://support.passthrough.com/en_us/export-investor-data-rkVIeq4hq.md): Administrators can download and export data on the underlying investors in a fund close, either individually or in batch. Navigate to the ... - [Custom Approval Groups](https://support.passthrough.com/en_us/custom-approval-groups-Hka8UHyDa.md): Custom Approval Groups To request custom approval groups please contact your Client Success Manager Custom approval groups allow your everyday work - [How to Set Up Currency](https://support.passthrough.com/en_us/currency-BkDxzzA8a.md): How to Set Up Currency Passthrough currently offers the ability to change the currency Currency will be determined at the fund level and can only have one c - [Setting up SAML SSO](https://support.passthrough.com/en_us/setting-up-saml-sso-H1XYXmI12.md): Setting up Passthrough SAML SSO Background Passthrough users are uniquely identified by their email address and authentication is based on the domain nam - [Move an Investor to a New Closing](https://support.passthrough.com/en_us/move-an-investor-to-a-new-closing-SyxoQqE2q.md): When moving an investor, their subscription document will move with them. Please contact support@passthrough.com if you would like to change the investor's s... - [How to Add Investors to a Closing and Invite Them to Complete Documents](https://support.passthrough.com/en_us/how-to-add-investors-to-a-closing-and-invite-them-to-complete-documents-BkMtP5V2q.md): Add Investors (Distribute Sub Docs) How can administrators invite prospective investors to complete subscription agreements for a fund closing? F... - [How to add or edit investor names and emails](https://support.passthrough.com/en_us/how-to-add-edit-investor-account-emails-B1zRGSVh5.md): How can administrators edit an existing investor account email or add a new one? Administrators have the ability to update the email(s) of an existin... - [How to Add New Collaborators to an Investor Account](https://support.passthrough.com/en_us/how-to-add-new-collaborators-to-an-investor-account-HkisBcEn9.md): Add New Collaborators to an Investor Account How can administrators add new collaborators to an investor account? Administrators can add additional colla... - [How to prefill an investor's commitment amount](https://support.passthrough.com/en_us/how-to-prefill-lp-commitment-amounts-HkZSltCws.md): Prefill LP Commitments when Adding Investor When yoursquore adding investors to your fund you can preload a commitment amount for each LP To get start - [How to delete investor accounts](https://support.passthrough.com/en_us/how-to-delete-investor-accounts-Bkcobc4h9.md): Administrators have the ability to remove or delete investors from a fund closing. NOTE: Investors can only be deleted before they sign and... - [Exporting logic data and tags (API)](https://support.passthrough.com/en_us/exporting-logic-data-and-tags-api-ry0mERc.md): How can administrators export logic data and answer locations? Administrators have the ability to pull Excel export of logic data, or answer location expo... - [Disable Notifications](https://support.passthrough.com/en_us/disable-notifications-ryG6yJAUa.md): How to Disable Email Notifications Administrators General Partners and their legal teams have the ability disable email notifications at any point after a - [Investor Tagging](https://support.passthrough.com/en_us/investor-tagging-S1stZIBVa.md): Support Article Investor Tagging Investor Tags Admins can now create and apply tags across investors associated with a closing on Passthrough Ea - [Internal Notes](https://support.passthrough.com/en_us/internal-notes-H11cBdBMT.md): can you help me close the loop here CR - [Bulk view and download investor documents](https://support.passthrough.com/en_us/how-to-view-download-investor-documents-ry1BUrN3c.md): Administrators have the ability to view and download all documents under each investor account. Navigate to the Closings tab and sel... - [Access Levels for Organization Members](https://support.passthrough.com/en_us/access-levels-for-organization-members-SkK4IE4Hlg.md): Users in your - [How to Upload a Subscription Document That Was Completed Offline](https://support.passthrough.com/en_us/how-to-upload-a-subscription-document-that-was-completed-offline-r19GM9N39.md): Subscription agreements that have been completed offline ( external to Passthrough ) by the investor can be directly added to their investor account in Pas... - [Bulk Countersigning](https://support.passthrough.com/en_us/bulk-countersigning-B1pQy2qc6.md): Bulk Countersigning Support Article Countersign Subscription Documents in Bulk Funds can countersign multiple subscription documents on Passthroug - [How to Send Customized Closing Emails](https://support.passthrough.com/en_us/how-to-send-customized-closing-emails-HyXBonqBs.md): When your firm does not have automatic Passthrough closing emails turned on you must manually send closing emails to investors for them to receive their ful - [Countersigning Offline Signed Subscription Documents](https://support.passthrough.com/en_us/countersigning-offline-signed-subscription-documents-BJDFWrab0.md): Countersigning Offline Signed Subscription Documents Funds can now countersign subscription documents that have been signed offline individually or in bu - [How to Send a Document for Countersignature and Countersign It](https://support.passthrough.com/en_us/how-to-send-a-document-for-countersignature-and-countersign-it-r1p78c4h5.md): Send Documents to Countersigner (Fully Executed Subscriptions) How are subscription agreements sent to the countersigner to be fully executed? On... - [Change Countersigners](https://support.passthrough.com/en_us/change-countersigners-HkcCtrXv6.md): Change Countersigers Support Article Funds can change countersigners ahead of closing Note Countersigners must be added to the fund before sending t - [How to Generate Self-Subscribe Links](https://support.passthrough.com/en_us/self-subscribe-link-HyvsHz5La.md): Passthrough offers the ability to generate a selfsubscribe link to send out to your investors This way any investor who receives the link will have the abili - [Request a Signature with a Change Request](https://support.passthrough.com/en_us/request-a-signature-with-a-change-request-HyNryf3Xzl.md): Signing After Change Requests When you send a change request we now ask you if the Subscriber should be allowed to sign after they updatereview your requ ## Help for Investors - [Add, Edit, or Replace Signatories or Collaborators](https://support.passthrough.com/en_us/add-edit-or-replace-signatories-or-collaborators-B1OjPtr25.md): How to Add Signatories or Collaborators How can investors add new collaborators to sign or help complete documents with in Passthrough? Investors... - [How to Ensure Your Subscription Documents are Complete](https://support.passthrough.com/en_us/how-to-ensure-your-subscription-documents-are-complete-H1DRYc4h5.md): Ensure Your Subscription Documents are Complete How can Investors confirm they have successfully completed their subscription documents in Passthrough? ... - [How to Access Fully Executed Documents](https://support.passthrough.com/en_us/how-to-access-fully-executed-documents-S1JpuqEh5.md): Access Fully Executed Documents How will investors be notified that their documents have been fully executed and how can investors view & download their fin... - [How to Print & Sign Documents Offline](https://support.passthrough.com/en_us/how-to-print-sign-documents-offline-SJKksqV2q.md): Print & Sign Documents Offline How can investors print and sign documents offline, without using Passthrough's electronic signature features? ... - [Download Your Subscription Document with Answers](https://support.passthrough.com/en_us/how-to-view-your-subscription-document-with-answers-B13L5cEhc.md): View Your Subscription Document with Answers How can Investors (LPs) view their subscription documents with filled in answers on Passthrough? Invest... - [How to View & Download Fund Documents](https://support.passthrough.com/en_us/how-to-view-download-documents-rJF4j9Vnq.md): View & Download Documents How can investor's view and download fund documents from the Passthrough portal? Investor's have the ability to both vi... - [How to Complete W-8 or W-9 Tax Forms in Passthrough](https://support.passthrough.com/en_us/how-to-complete-w-8-or-w-9-tax-forms-in-passthrough-HktuOcEnc.md): Complete W-8 or W-9 Tax Forms How can investors complete or provide W-8 or W-9 tax forms along with their subscription documents in Passthrough? ... - [Send Reminder to Signatory or Collaborator](https://support.passthrough.com/en_us/send-reminder-to-collaborator-signatory-Sk6IznImh.md): You can send reminder emails to investors Reminder emails alert all of the collaborators associated with the selected investors If the primary investor has si - [In-App Document Collection](https://support.passthrough.com/en_us/in-app-document-collection-SJR9q5N35.md): In-App Document Collection How can investors attach documents to their subscription documents in Passthrough? Investors will have the opportunity... - [Sharing Investor Profiles](https://support.passthrough.com/en_us/sharing-investor-profiles-HkDYg5b05.md): Sharing Investor Profiles We know that you may have other people you need to collaborate with on a subscription document, whether that’s a family... - [How to Enable 2-Factor/MFA Authentication](https://support.passthrough.com/en_us/how-to-enable-2-factor-authentication-HkLedFHh9.md): Enable 2-Factor Authentication How can Passthrough users enable two factor (2-factor) authentication? Two-factor (2-factor) authentication is opt... - [How to Sign Subscriptions with a Qualified Electronic Signature (QES)](https://support.passthrough.com/en_us/how-to-sign-subscriptions-with-a-qualified-electronic-signature-BJNB0ALjs.md): Monitored Alerts on Matches for Investors Passthrough supports qualified electronic signatures which is required in some jurisdictions for an electron - [DocuSign Signature Issues](https://support.passthrough.com/en_us/docusign-signature-common-issues-SJcmNBmZh.md): I - [KYC/AML Diligence](https://support.passthrough.com/en_us/kyc-aml-diligence-rJ0A7Wrr0.md): Filling out KYC You will be prompted to enter the investors full legal Entity name You will then select the Type of investor eg individual LLC - [Investments Page](https://support.passthrough.com/en_us/investments-page-HkgfK67mkg.md): Investments Page Investors are now able to view all of their investments made in Passthrough under our Investments Page Once logged in you can select your - [Applying Profiles](https://support.passthrough.com/en_us/applying-profiles-rJ9nmtlWMl.md): Applying Profiles When returning to Passthrough you will have the option to either Start a new profile or apply answers from a previous invest ## Help for KYC Customers - [Monitored Alerts on Matches for Investors](https://support.passthrough.com/en_us/monitored-alerts-on-matches-for-investors-ByhWRQjcs.md): Monitored Alerts on Matches for Investors Any investors in your fund will be screened nightly for any new sanction lists political exposure or adverse m - [Understanding an Investor’s Diligence Submission](https://support.passthrough.com/en_us/understanding-an-investor-s-diligence-submission-rkwfqmoqi.md): Understanding an Investorrsquos Diligence Submission When reviewing an investorrsquos submission for a diligence submission start by looking at th - [Passthrough Diligence Overview - Cayman](https://support.passthrough.com/en_us/cayman-kyc-requirements-BJrjfHTQA.md): Passthrough Diligence Overview Cayman Passthroughs Diligence product collects documents from investors dependent on their type and ownership structure an - [Passthrough Diligence Overview - U.S.](https://support.passthrough.com/en_us/kyc-aml-document-collection-rJAQZrNh9.md): The following KYC/AML required information may be requested from your investors through the Passthrough workflow. The below are sample requests that we ca... - [How to Check Investor Status](https://support.passthrough.com/en_us/how-to-check-investor-status-r1jwVAq5x.md): Log into Passthrough Navigate to the Diligence tab Click on the relevant closing The column on the left shows recommended risk ratings - [How to Check on Requests for Further Information (RFI)](https://support.passthrough.com/en_us/how-to-check-on-requests-for-further-information-rfi-SJpd97iqWx.md): Requests for further information are sent as Change requests in the diligence tool When an investor has been sent a RFI their status changes to Requested c - [How to Download a Diligence Data Export](https://support.passthrough.com/en_us/how-to-download-a-diligence-data-export-r1I22micg.md): How to Download a Diligence Data Export Log into Passthrough Navigate to the Diligence tab Click on the relevant closing Navigate - [How to Add Investor Collaborators](https://support.passthrough.com/en_us/how-to-add-investor-collaborators-SkVzhmj5Wx.md): How to Add Investor Collaborators