Depending on your company's Street Diligence subscription, you may have access to multiple document types. For example, if your company uploads both M&A documents and private credit documents, these will be bucketed into different document types and found in separate locations. Find how to access different document types in the various screens laid out below.
On the Portfolio Page -
Under All Company Documents and any company or personal portfolio, you will notice a document type box towards the top of the screen which will contain two arrows. Click the arrows (highlighted in green) to change the document type. Toggle back and forth until you find the type of document you are looking for.
Here, we are looking at the "Corporate Debt" bucket of documents. This will include Credit Agreements, Fee Letters, Commitment Letters, etc.
After clicking on the arrow highlighted in green, the document type changed from "Corporate Debt" to "Merger and Acquisition Agreements". Toggle back to "Corporate Debt" by clicking the back arrow.
On the Navigator Page -
To access various document types within the Navigator tool, simply click the dropdown menu to display all accessible document types. Once the desired document type is selected, the screen will display all documents relative to the document type. Based on which document type you are viewing, the filtering capabilities will correspond accordingly.
Frequently Asked Questions
Frequently Asked Questions
Q: I am only seeing one document type on my portfolio page. Why can't I toggle between the different doc types here?
A: It is possible your company is only subscribed to one product/document type. If this is the case, you will not have the option to see different document types because there will be a limit to which documents are permitted to be uploaded by the users within your company.
Q: Why are there more options in the drop-down menu in the example above?
A: Depending on your company's subscription, you will only have the options that are available to you and your company. If you would like to discover the various document types we offer, please reach out to sales@streetdiligence.com.