Documents
We have released a new version to enhance the Documents area of the platform to make it easier than ever for administrators to manage their companies most important documents.
Within the Documents & Reporting > Documents section, company administrators have access to a centralized repository for uploading, organizing and overseeing the documents relevant to their company’s formation and share plans.
The user friendly interface simplifies tasks such as adding documents and folders, previewing or downloading documents and pinning essential items with the new “Favorites” feature
An automatically created ‘onboarding’ folder and sub-folder structure allows customers to securely upload the company documents required for a smooth onboarding experience
Effortless navigation through folder levels is facilitated by clickable breadcrumbs, or administrators can use the new search functionality to quickly locate necessary documents or folders
Learn more about the Documents feature by navigating to our product knowledge base.