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Documents

Documents

Explore our document management features.

Upload and copy documents

Upload a document

Copy documents in bulk to multiple stakeholders

Add 1 document to different entities/contacts

Copy documents to different entities

Edit documents

Edit documents in Corporify

Convert Word document to PDF in Corporify

Add or remove a label to a document

Confidential documents

Flag document(s) as confidential

Create a role with restricted access to confidential documents

Share or hide confidential document in the portal

Templates

Automated Form I & II for director appointments and dismissals

Lay-out

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

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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