OwnersRoom FAQ
Go through the links below to get answers to all questions you might have about OwnersRoom.
Deals
- How can investors find the link to the form subscription form?
- How can I, as an admin, re-send a subscription form to an investor?
- How can admins add a personalized message when sending a reminder to sign a document?
- How can admins invite more investors to an active deal after it is published?
- Can admins change the information on an active subscription form in Deals?
- Can investors adjust their subscription amount after signing the subscription form?
- How do I close a deal as an admin?
- How can admins prolong a deal-signing period?
- How can admins re-activate a closed deal?
- How do admins handle the allocation of shares in a deal?
- How do admins register new securities?
- How do admins edit an existing security holder’s contact details?
Documents
- How can admins change the order of documents?
- How can admins change the order of folders?
- How can admins move folders?
- How can admins delete a folder?
- How do admins rename a folder?
- How do admins manage access to a folder?
- How do admins make a folder available to all members?
- How can admins share access to just one file?
- How can I copy the link to a folder?
- How can I copy the link to a document?
- How can I restore a deleted document as an admin?
- How can I restore a deleted document as an investor?
Groups, access, admin, super admin
- What is the difference between invited and members?
- What does request for access in the member’s module mean?
- What is the difference between admin and super admin?
- How can I grant admin access to new admins?
- How can admins contact investors based on groups/categories?
- How can admins ‘move’ people from one group to another?
- How do admins keep the shareholder’s group up to do date with respect to the cap table?
Signatures
- Do investors need a profile before they sign a document?
- How do admins send documents for digital signing?
- How do international investors sign digitally?
- Why am I, as an admin, a ‘signing party’ after I send a document for signing?
- How does an investor sign a document in a folder?
Updates
- How do admins send out a newsletter/investor update to security holders?
- How do admins notify investors when an update is published?
- How do I change my email address as an investor?
- How does the admin change an investor’s email address in the cap table?
- Why am I not receiving a ‘change password email’?
- How can admins avoid that emails sent through OwnerRoom go to the spam folder?
- Who receives the email when I send a preview as an admin?
- How do I attach the attachment in the mail when sending an update as an admin?
- How can I see my attached documents in the preview as an admin?
- What is the max size of an attachment?
- How can investors communicate with the company through the platform?
- How can I receive newsletters by email as an investor?
Cap table
We are currently working on a new version for the captable! Stay in tune!