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Documents
What's new?
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Legal Entities
Persons
e-Signatures
Connective
Share registers
Share transactions
Share transaction documents
Download share register and extracts
Register and shareholder insights
Governing bodies
Governing body actions
Documents to governing body actions
Documents
Transaction documents
User Rights
Reminders
Exporting Data
Portal
Help & support
Organisational chart
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Knowledge Base
Documents
What's new?
Log-in
Legal Entities
Persons
e-Signatures
Connective
Share registers
Share transactions
Share transaction documents
Download share register and extracts
Register and shareholder insights
Governing bodies
Governing body actions
Documents to governing body actions
Documents
Transaction documents
User Rights
Reminders
Exporting Data
Portal
Help & support
Organisational chart
Documents
Explore our document management features.
Copy documents to different entities
Send documents via email
Upload a document
Apply the default folder structure
Copy documents in bulk to multiple stakeholders
Create a default folder structure
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
See more