Manage Documents & Important Dates

Uploading Your Investment Documents to Seraf

• What is in the Documents & Reports section?
• What types of documents should I add to Seraf?
• How do I add a new document or file?
• How do I add a new document step by step?
• How are documents categorized in Seraf?
• What are the Document Visibility settings?

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Viewing Your Investment Documents

• What does Seraf offer for document storage and record-keeping?
• How can I store my deal documents?
• How do I link my Seraf account to outside documents?
• How do I snooze an Overdue Report notice?
• How do I hide Overdue Reports from showing in my account?
• I can't see all of my investor reports. Why not?

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Editing & Deleting Documents

• How do I file my emailed documents?
• How do I edit a document?
• How do I delete a document?

Adding Important Dates

• What types of Important Dates should I add?
• How do I add an Important Date?
• What are Reminders for?
• How do I set reminders for my Important Dates?
• Can I add Reminders for dates that have been automatically added?

Viewing Important Dates

• Where can I view my Important Dates?
• How are Important Dates used?
• I created Reminders. Where will they appear on the site?
• I see Important Dates in my account but I didn't add any. Why?

Editing & Deleting Important Dates

• How do I edit an Important Date?
• How do I delete an Important Date?
• How do I edit or delete Reminders?