Back to home

Documents

Documents

Explore our document management features.

Upload a document

Copy documents to different entities

Copy documents in bulk to multiple stakeholders

Add 1 document to different entities/contacts

Send documents via email

Prevent certain people from seeing confidential documents

Edit documents

Edit documents in Corporify

Convert Word document to PDF in Corporify

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

See more

Templates

Generate Capital Call templates

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