Step 5 - Documents

Default folder structures

Having the same folder structure within different entities makes it easier to search/find documents and ensures that you can work in a more structured way.

Once you have created a default folder structure that suits your organizational needs, you can:

• easily apply a default folder across multiple entities simultaneously; and
• easily update existing default folders for all entities.

Below you can find a step by step guide on how to create a default folder structure.

For detailed instructions, click 'Start tutorial' below.

How to add documents

To upload a document, just go to your document room, click on upload and select the option 'Upload document' or just drag and drop them to the right location.

Below you can find a step by step guide on how to upload a document.

For detailed instructions, click 'Start tutorial' below.

How to add meta data

You can add meta data to documents based on the document type. For example, when you upload a copy of an ID card, you have the option to classify the document as "ID Document." This allows you to set up the expiry date of the ID card and this allows you to create a reminder for when it needs to be renewed (in step 6, you will learn how to add reminders).  

Below you can find a step by step guide on how to add meta data.

For detailed instructions, click 'Start tutorial' below.

e-Signing

You can effortlessly send your documents for e-Signature through Corporify. Once the document is fully signed, it will automatically update and replace the unsigned version in your silo. For example: You can easily send the share register or organizational chart for e-Signature within Corporify, and once signed, they will be automatically saved in your legal entity's document room.

Below you can find a step by step guide on how to launch an signing flow.

For detailed instructions, click 'Start tutorial' below.

Click 'here' to find out more information regarding e-signing flow.