For AI agents: visit https://help.investglass.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI. Append .md to any documentation page URL to get its markdown version.
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v1.0

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v1.0GuidesAPI Reference

Quick Start

  • Welcome to InvestGlass
  • InvestGlass 101
    • Introduction to navigating InvestGlass
    • InvestGlass glossary

Product Documentation

  • Incident
    • Setup Incident
    • Creating your first incident
  • E-Signature
    • Setup Signature
    • Signatory Order
    • Proposal - One-click E-Signature
    • PDF - Request E-signature
    • Form - Signature on submit and 2FA
  • Accounts
  • AI Agents
  • API Connectors
  • Approval Rules
  • Approvers
  • Audiences
  • Audit Trail
  • Automation
  • Buttons/Links
  • Campaign Monitoring
  • Contacts
  • Contracts
  • CRM Documents
  • Custom Fields
  • Email Templates
  • Event Type
  • Forms
  • Global Consolidation
  • Goals
  • Import/Export

Get Started

  • Connect your Email and your Calendar

CRM

  • Pipeline
  • Tags
  • Import / Export Record
  • Tasks
  • Invoices
  • Queues

Automation

  • Automation Overview
  • Approval Process Setup
  • Travel Requests
  • Freeze/Unfreeze a Form
  • Automation Examples
  • Automation Process
  • Logical Operators

PMS & Investment tools

  • Model Portfolio
  • Universe List

design and layout

  • Custom button

admin center

  • Password
  • How to Create and Manage API Keys
  • How to setup SPF, DKIM, DMARC?

AI

  • Smart Agent

Using the API

  • Using the API

Kleber App

  • 1. Introduction to Kleber App
  • 2. Installation & Setup Guide
  • 3. Project Structure Overview
  • 4. Authentication & User Roles
  • 5. API Integration with InvestGlass
  • 6.Key Screens & Functionality
  • 7. Customization & White-labeling
  • 8. Testing & Debugging
  • 9. Deployment
  • 10.Developer FAQ & Troubleshooting
  • 11. Plugin & Dependency Reference
  • 12. Security Considerations
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How to setup SPF, DKIM, DMARC?