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Documents
Store, read, generate and share the documents behind every entity.
Your documents
- Upload documents to an entityPut a company's certificates, agreements and minutes on its own Documents page, in the folder they belong in.
- Organise documents in foldersAdd folders to an entity's Documents page, move files and folders between them, and act on several files at once.
- Find a documentFind a document by its company, its folder or its tag, across one entity, a group or the whole organisation.
- Restrict who can open a documentMark a document Confidential or Restricted so only the people cleared for it can open it, and correct its name and date.
- Upload a new version of a documentReplace a document with its latest version while keeping every earlier one, and restore an earlier version if needed.
- Share a document with another entityRelate one document to the other companies and people it concerns, so it shows on each of their Documents pages.
Reading documents with IQ
- Let IQ read your documentsUpload documents to the Document Inbox so IQ reads each one, suggests where to save it and proposes the register entries it supports.
- Review IQ's suggested changesCheck each register entry IQ proposes from a document against the document itself, correct it where needed, and accept or reject it.
- Save a document under an entityGive every document uploaded to the Document Inbox a home under the right entity and folder, so none is left loose.
Generating documents
Sharing documents
- Set up a data roomPut the documents a buyer, lender or auditor needs in one data room, and invite the people who need to read them.
- Give an adviser access to a data roomInvite someone outside your organisation into one data room at the right access level, see what they have opened, and end their access.