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Documents

Documents

Explore our document management features.

Copy documents to different entities

Send documents via email

Upload a document

Copy documents in bulk to multiple stakeholders

Prevent certain people from seeing confidential documents

Generate Capital Call templates

Add 1 document to different entities/contacts

Transaction documents

Link documents to share transactions and governing body actions

Link the entities/persons involved in a share transaction/governing body action to the relevant transaction documents

Attach documents to a share transaction within that transaction

Attach documents to a governing body action within that action

Access and manage documents attached to a share transaction or governing body action within the 'Documents' section

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Default folder

Create a default folder structure

Apply the default folder within entity

Apply the default folder to multiple entities

Adapt existing default folder structure