Step 2: Anduin configuration

You will encounter a popup wizard that entails multiple steps

1. Introduction

• This is supposed to be a introductory screen. You can name the integration your way and skip to the next step.

2. Authentication

• You can specify your DropBox credentials in this screen

3. Anduin object

• You can specify the Anduin fund which you want to set up the connection with
• You can specify the subscription status that will trigger the sending of subscription document

4. Select documents

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

The remaining screens are where you can specify the naming convention for your files and folders. Going through these steps, your connection is all set. Wait until the investor upload any documents or the subscription moves to the selected status, you will be able to observe the results.