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?
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?
Editing & Deleting Documents
Adding Important Dates
- What are 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?