OwnersRoom

Documents -> Signing: There is no way to export a document with signature-data before all signatories have signed it.

Signing: Can I export partially signed documents?

Expected to find data (e.g. company, deal, holdings etc) on your users home page, but it isn't there? Here's how to troubleshoot.

Answers the question: Who can edit admin access and how to do it?

A quick guide to OwnersRoom for investors

How to display dilution effects with the cap table

How to import and invite shareholders, board members, etc to access your investor portal.

Important a full structure of folders and documents to the Documents module

Guide on how to import your cap table / share register from excel. Including shareholder contact data.

Admins can import a list of contacts to an investor portal, using the excel import function in the Network module.

How to setup a user profile to start exploring OwnersRoom, whether as an investor, company admin, or both.

How to re-open and continue a signing process that expired.

How to log in and troubleshoot when it fails

Our answers to the most frequently asked questions

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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