This article is only relevant for Admins & SuperAdmins
What it is for
The documents module is the place where a company stores core documentation that should follow the company through time.
Common use cases includes:
General meetings
Board meetings
Shareholder agreements
Company presentation / pitch deck
Funding
Data room (Due diligence)
Bulk import files and folders
The quickest way to get going is to import and unpack a zip file with all the folders and files that you want to be in OwnersRoom. See more info om how to do this, here.
Not sure where to start? Check out our suggested setup for documents. Just download, adjust to your needs, zip and upload to get a flying start! 🚀
Each folder's access can be limited using the access groups that are controlled from the Network module.
Admins & SuperAdmins have full access to all files and folders. They are the ones who can change which groups that can access a folder.
To change the access of a folder, click 'Manage access' in the drop down menu on the right side of a folder.
When creating a new folder, you'll be prompted to select the access levels.
There are 3 settings for access control of folders:
1. All members/same as parent folder:
Anyone who's been provided access to the parent folder will be able to access this folder. Using this on the root level, or in sub-folders, where the folder on the root level uses this setting, will make it available to anyone with access to the investor portal of the company.
Very useful when you want to set the access control on the root level and be confident that all folders below will use the same setting.
2. SuperAdmin & Admins only:
This setting will limit anyone who's not an admin & SuperAdmin from accessing the folder and its contents.
Useful when you want to setup a structure and wait until everything is ready before making it available to other groups.
3. Selected groups:
This setting will limit anyone who's not part of the group(s) specified (or an admin/SuperAdmin) from accessing the folder and its contents.
Very useful to distinguish access in a flexible way, e.g. to setup a document space for the Board of Directors.
Folders that a person cannot access will not be visible to the user.
Sign documents digitally
PDF files can be sent for digital signing directly from within the folder structure, from the dropdown menu on the right hand side of the file. See more on how to send documents for signing, here.
Edit files and folders
Each file/folder have a dropdown menu on the right side in the table. Here you will be able to access the available actions you can perform on each file or folder:
Move
Rename
Manage access (folders only)
Request signatures (files only)
Export / download