How to Upload documents within Connectworks
Contents
Document repositories
Within a Company Workspace, there are two repositories for a company’s documents: the Directors documents tab and the Shareholder's documents tab.
As their locations suggest, you should store documents relating to directors and director decisions in the Directors tab, and documents relating to shares and shareholdings in the Shareholders tab.
In a Trust Workspace, The Documents tab is the repository for all the trust’s documents.
Uploading documents
You can upload documents into the document repository by clicking the "I would like to…" drop-down.
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If the document is still in draft, a new document that needs to be distributed for signing, or relates to past activity use the Add document.
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You can also choose to auto-generate documents from Connectworks precedents here. You can learn more about precedents here.
You can then search for (or drag and drop) the document into the upload screen, and record the name, type, signing date, apply document category tags and add other details for the document.
Documents cannot be dragged directly from an email attachment, to upload a document successfully it must first be saved to your computer's hard drive.
Uploading documents (external link)
Connectworks now supports linking documents hosted in your Document Management System (DMS).
Copy and paste the external link into the dialogue box
Document source
Document details
The following attributes of the document can be updated
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Title
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Tags
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Description
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Additional notes
Publication and signing
Select the Publication date
Click Create to add the linked document to Connectworks.
Bulk uploading documents
Bulk uploading multiple documents by following the same process as the uploading documents process.
When bulk-uploading documents, you can merge files into a single document, store them in the original format, and not convert them to PDF.
When uploading documents in bulk, selected category tags will be applied to all the documents. The document file names cannot be changed in the bulk uploading process, meaning the documents will be titled according to the files being uploaded. If required, you can edit the category tags, document name and other details once the document is uploaded.