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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
Share documents
How do I add recipients to a document?
Templates
Automated Form I & II for director appointments and dismissals
Lay-out
Default folder
Create a default folder structure
Apply the default folder to multiple entities
Apply the default folder within entity
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
Access and manage documents attached to a share transaction or governing body action within the 'Documents' section
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