Sales Document HUB guidelines
April 2022
How to access the Sales Document Hub from Salesforce
1. Go to the “App launcher” on the left corner
2. Search for “Document Hub”
3. You will be redirected to a new browser tab – you don’t need any other credentials
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Sales Document Hub dashboard
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Sales Document Hub navigation
Strategy tab - NEW
Fund tab
Corporate Tab - NEW
Country selector - Global is the default setting and will show funds and documents for all countries. Make sure to set country of preference
ESG/RI Tab – Contains
general / corporate Documents (non product specific)
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Documents search via bar or filters on each tab
Search bar
Available terms: Umbrella, Fund, Fund abbreviation, ISIN
Filters with type in functionality and multi-selection
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Funds tab
Salesforce link:
Fund Centre link
My funds – set as preference by clicking the star
Direct link to product microsite if sub-fund name is underlined
Leads to subfund page
Expandable cards to view documents available
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Funds tab – Examples of documents available and categorization
ESG section contains fund specific ESG Documents
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Actions available for documents
Search terms: Share class type, Currency, ISIN, Country
Tooltips – for internal use only
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Bulk download of documents
Bulk copy links are also available. This action is done fund by fund
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Go to the download button on the top
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Documents open in your downloads
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Tick the boxes of the documents you want to download
Bulk download is available for multiple documents at multiple sub-funds/ strategies/ document types level and also covers different formats (e.g. pdfs, ppt, Excel, etc.)
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New Strategy tab
Bulk download of documents
Search by document type, strategy name
Bulk copy of links
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Thank you!
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