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

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