Guides

Automated document repository

Suggest Edits

1. Purpose

Keep their storage as a document repository to maintain all subscription and supporting documents.

2. Key Benefits & Features

  • Automated document transfer
  • Self-configured – customers don’t need to share passwords or credentials with Anduin
  • Folder customization
    • One folder for the main subscription document
    • One folder for AML/KYC documents (e.g., passport, driver’s license)
    • One folder for tax documents
    • etc

3. Target Personas

  • Valuable for FundSub customers who need to move subscription and supporting documents out of Anduin for subsequent operations
  • Especially helpful when customers prefer self-service
    • Customers stay in control and avoid sharing credentials

4. Prerequisites

4.1 Third party app requirements

  • Customer must retrieve and enter their SFTP credentials

4.2 Anduin app requirements

The user must either:

  • Have admin access to the intended funds, or
  • Know a team member with admin access who can grant the necessary permissions during setup

5. Pre-Setup Checklist

TaskOwnerNoteAnduin's guide
Permission to Anduin fundsCustomerConsulted by Anduin
SFTP credentialsCustomerConsulted by AnduinLINK

6. Step-By-Step Setup Guide

6.1 Grant access to the Integration Hub

  • Customers need to contact their Implementation manager to ensure they have access to the Integration Hub and this specific integration

6.2 Locate the solution

  • In the Browse tab of the Integration Hub, the customer can locate the SFTP (SSH Key) or SFTP (Username/Password) solution, depending on their authentication method.

6.3 Install the solution

  • Step 1: Click Install to begin setup

  • Step 2: Name the Integration

    • Suggest a clear, descriptive name (e.g., “SFTP - Tax Files [Fund Name]”)
    • Click Next: Link to Anduin objects

  • Step 3: Grant integration permission to customer’s intended objects (funds)

    • Step 3.1: A list of accessible Anduin objects (e.g., Funds) will appear
    • Step 3.2: Click Open next to the relevant fund
    • Step 3.3: In the permission module, find the integration name and click Add
    • Step 3.4: Return to the Integration Hub - the fund should now show a “Linked” tag

🚧

If the target fund is not listed, there are 2 options

  1. Customer needs to be added with admin role for that fund, then return to the step 3.2. Customer should be able to see the target fund there
  2. Customer requests their team member who has admin role in that fund to perform step 3.3 using Settings > Integrations in the FundSub app and they can continue with step 3.4

6.4 Configure the solution

  • The customer may rename the integration or proceed as-is

  • Enter SFTP credentials

  • Select a connected fund

  • Configure document selection and trigger

    • For subscription document, customer can select the subscription status that initiates the sending of documents to your storage
    • For supporting documents, customer can select to get all with All Supporting Documents option or select the subset by picking individual ones

  • The remaining screens are where customers can specify the naming convention for their files and folders. Going through these steps, their connection is all set.

6.5 Validate the solution

  • Test by uploading a document or updating subscription status in the connected fund
  • Confirm delivery to the correct folders in the SFTP destination

Updated 12 days ago