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Uploading Documents

To upload a document, head to the Documents tab, then press the Upload button. From there, you can upload up to 30 files at one time, and place them into a folder.

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Organizing Your Documents

You can create folders, and folders within folders to organize your documents for your investors.

Clicking the three dots to the right of a folder allows you to:

  • Upload a file directly into the folder
  • Edit the name of the folder
  • Download the folders contents
  • Delete the folder
  • View a list of all verified visitors and their permissions related to the folder