How do I add a new document step by step?

To add a new document or file to your Seraf account, follow these steps: 

• Use the “Add New” button on the left side menu bar from any page in your account and select Document from the dropdown list. 
• Enter the Name of your document, for example Newco Investor Report - Q1 2021,  Newco Series A Deal Docs, or Newco Share Certificate 59. Keep in mind that more descriptive titles make it easier to find documents in the future.
• Enter the Date the document was issued.
• Select the Company / Fund to which it relates.
• Select the Round to which it relates, if relevant.
• Specify the Year and Quarter to which the file refers.
• Click the Choose File button to select the file on your computer you would like to add.
• Choose a Document Type or select "Other" to enter your own. Note that any file categorized as an Investor Report or Financial Statement and dated within the last 90 days will be included in the count on the Dashboard in the Recent Company Reports section.
• Add any notes in the Memo box.
• Select the appropriate Document Visibility setting.
• Click the Save button.   

• Dashboard - Recent Reports - Each file categorized as an Investor Report or Financial Statement and dated within the last 90 days is highlighted in the count on the Dashboard in the Recent Company Reports section.
• Company / Fund Pages - Any document relating to a particular company or fund can be found under the Documents tab of that entity’s page (found by clicking on a company or fund name).
• Documents or Documents & Reports - Every single document you add to Seraf is stored in the Documents section (or Documents & Reports section for individual investors) under one of several tabs.

Note that if you have a lot of files to upload, try making your deal docs into a zip file to upload them quickly all at once. You'll otherwise need to upload them each individually.

Learn more about what Seraf offers for document storage and record-keeping.