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.

Troubleshooting: Missing data for my user

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

Can I add multiple admins?

I get an error when trying to extract .zip files on Windows

A quick guide to OwnersRoom for investors

How to use OwnersRoom as an investor

How to display dilution effects with the cap table

How to display a 'fully diluted' cap table

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

Inviting members

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

How can I import multiple documents or a full document structure?

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

How to import the cap table from excel

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

How to import contacts from excel

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

How do I get a user?

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

A document signing process 'expired', what do I do?

How to log in and troubleshoot when it fails

I have issues logging in

Jason Barron

Alexander Storkaas

Our answers to the most frequently asked questions

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

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