Storing & accessing documents

1. Document repositories

2. Uploading documents

3. Bulk uploading documents

4. Editing document details

5. Downloading documents

6. Filtering documents by signing status

 

Document repositories

Within a Company Workspace there are two repositories for a company’s documents: in the Directors tab, and in the Shareholders tab.

As their locations suggest, you should store documents relating to directors and director decisions in the Directors repository, and documents relating to shares and shareholdings in the Shareholders directory.

director_shareholder_documents.png

In a Trust Workspace The Documents tab is the repository for all the trust’s documents. 

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Uploading documents

You can upload documents into the document repository by clicking the 'I would like to…' dropdown.

  • If the document is still in draft, or is a new document which needs to be distributed for signing, select the Upload a document option.
  • If the document is already signed or relates to past activity use the Upload a document (historical). 
  • You can also to choose to auto-generate documents from Connectworks precedents here. Learn more about precedents here.

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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.

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Please note: Documents cannot be dragged directly from an email attachment, to successfully upload a document it must first be saved to your computers hard drive.

 

Bulk uploading documents

You can upload multiple documents simultaneously by selecting the Bulk upload documents option in the  I would like to… menu.

Note that when uploading documents in bulk and selected category tags will be applied to all the documents. The document file names also 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.

 

Editing document details

To edit the details for a document (such as document name, adding category tags, additional notes, or setting confidentiality status) simply navigate to the documents list.

1. Select the tick box of the desired document.

2. Click on the Cogs.

3. Click on edit.

edit_a_document.png

 

Downloading documents

To download a document, simply navigate to the documents list, select the tick box of the document (or documents), click on the Cogs, and click on download.