Copy documents in bulk to multiple stakeholders

If you generate individual documents for stakeholders of an entity in Corporify, you can copy each document directly to the Documents section of the corresponding linked legal entity or person. This is useful when you want to keep stakeholder-related documents organized and stored in the right place without uploading them manually.

This action can be used for different types of generated documents, such as capital calls, proxy forms, invitation letters, board documents, or other stakeholder-specific templates.
For example, if you generate personalized invitation letters for board members or capital call documents for shareholders, each document can be copied to the relevant stakeholder record.

Click Start Tutorial to learn more

When to use this

Use this option when you have generated separate documents for multiple stakeholders and want each document to be available in the correct stakeholder file. This helps keep documents structured and easy to retrieve later.

Steps

1. Generate the individual documents, for example capital calls, proxies, or invitations.
2. Select the documents you want to copy.
3. Click Copy to.
4. Choose "Copy to the legal entities and/or persons linked to the document".
5. Select the destination folder for the documents or create a new folder if needed.