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Manage company documents

Learn how to manage company documents via the web app.

The Companies feature is currently in Early Access. If you're interested, go to the web app, select Companies from your organization name on the lower-left corner, and click Get Early Access.

Is Companies not in your menu? Reach out to your Customer Success Manager to express your interest.

What you'll need

Create a document type

  1. Log in to the web app.

  2. Click your organization name on the lower-left of the page and select Companies.

  3. Select a company.

  4. Click Documents tab in the company profile.

  5. Click More horizontal icon on the upper-right of the page, then select Settings iconManage document types.

  6. Click Plus iconAdd document type.

  7. Enter a name for the document type and click Create.

Ensure you set up company document types before requesting documents from key contacts.

Add a company document

  1. Log in to the web app.

  2. Click your organization name on the lower-left of the page and select Companies.

  3. Select a company.

  4. Click Documents tab in the company profile.

  5. Click Plus iconAdd documents on the upper-right of the page, then select the document you want to upload.

Add a company document via the web app.

If you’re assigned as a company key contact, you can add and update documents for your company and receive notifications when they expire.

Edit a company document

  1. Log in to the web app.

  2. Click your organization name on the lower-left of the page and select Companies.

  3. Select a company.

  4. Click Documents tab in the company profile.

  5. Click More horizontal icon on the right-hand side of the document you want to edit and select Pencil iconEdit. Edit a company document via the web app.

  6. Edit the document accordingly.

  7. Click Save.

Archive a company document

  1. Log in to the web app.

  2. Click your organization name on the lower-left of the page and select Companies.

  3. Select a company.

  4. Click Documents tab in the company profile.

  5. Click More horizontal icon on the right-hand side of the document you want to archive and select Storage iconArchive. Archive a company document via the web app.

Restore an archived company document

  1. Log in to the web app.

  2. Click your organization name on the lower-left of the page and select Companies.

  3. Select a company.

  4. Click Documents tab in the company profile.

  5. Click More horizontal icon on the upper-right of the page, then select Storage iconView archive. View company document archive via the web app.

  6. Click More horizontal icon on the right-hand side of the document you want to restore and select Arrow up from rectangle iconRestore document.

In the Documents tab, you can manage your company documents as JPEG/JPG, PNG, PDF, and DOCX files that are up to 50MB each.

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