솔루션

제품

파트너십

계약 안내

유용한 자료

회사 소개

솔루션

제품

파트너십

계약 안내

유용한 자료

회사 소개

솔루션

제품

파트너십

계약 안내

유용한 자료

회사 소개

For Private Companies

Fundraising 101

Shares

Meeting & Consents

Company Settings

Financing Simulation

Data Room

Cap Table

Onboarding Service

Self-Onboarding

Dashboard

Data and Reports

For Investors

Fund

Portfolio

Invest / Performance

Others

Managing Documents

Here we will demonstrate how to:

  • Upload documents

  • Create folders

  • Edit or delete files

  • Add links

Upload Documents

Navigate to: [Company Settings] → [Documents]

  1. Go to the Settings tab on the left panel to the Documents page and select [+ Add New].

  1. Select [Upload New Files].

  1. Drag & drop OR select the file to upload from finder.

  • You can add tags at the time of upload to view files by tag later.

  • You can also add and edit tags after you have uploaded the documents.

Create Document Folders

Navigate to: [Company Settings] → [Documents]

You may create folders to manage files by categories.

     1. In the [Documents] page, select [+ Add New] button on the right and select [Create New Folder].

     2. Enter the new folder name and select [Create]. You will see the created folder
          above the list of files.

You can move an uploaded file into another folder by selecting [⋮] toggle button on the right hand side followed by [Edit].

https://d33v4339jhl8k0.cloudfront.net/docs/assets/5ee30ccd2c7d3a10cba8ce09/images/62149933025ca67522c7dc91/file-JkDgOZL1z5.png

Edit or Delete Files

Navigate to: [Company Settings] → [Documents]

  1. To edit or delete an uploaded document, click on [:] on the right side of the bar. You can edit the file name, folder location and tags.

https://d33v4339jhl8k0.cloudfront.net/docs/assets/5ee30ccd2c7d3a10cba8ce09/images/621499a6d86136157d9a6d26/file-zUm3cr5vkp.png

Note: You cannot restore a file once deleted.

Add Links

Navigate to [Company Settings] → [Documents]

You can gather all your frequently visited websites, Google Doc files, Google Drives and Dropbox links in one place.

1. In the [Documents] page, click [+ Add New] button on the right and select [Add a File Link].

https://d33v4339jhl8k0.cloudfront.net/docs/assets/5ee30ccd2c7d3a10cba8ce09/images/621499c32130e51694689e78/file-ekji0nz8DE.png

2. Enter the file name, link and tags (optional) then select [Add].

https://d33v4339jhl8k0.cloudfront.net/docs/assets/5ee30ccd2c7d3a10cba8ce09/images/621499ddd86136157d9a6d28/file-BeBa5YYiib.png

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