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How to Protect Your Factsheets with a Password

To ensure that only authorized users can view or download your fund factsheets, follow these steps to enable password protection within the Topsheets application:

  1. In the main left-hand navigation menu, click on “Company Profile”.
  2. Look at the right-side panel and scroll down to the bottom. In the “Company Settings” section, click the blue “EDIT” button.
  3. A settings window will appear. Locate the section titled “Password protection for factsheets”.
  4. Click the toggle for “Enable password protection for factsheets” so it turns blue.
  5. Enter your desired password in the field provided.
  6. Click the “Save” button at the bottom of the window to apply the settings.

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