Sharing Documents With Shareholder

Here is a step by step guide that would help you with the process on how to share documents with your shareholders. 

Step 1: As soon as you log into your Eqvista account, and select the desired company profile, you will reach the dashboard. Here, click on “Documents” on the left-hand side panel of the dashboard. Once you do this, you will be directed to the following page.

On this page, you would be able to see all the documents that the company profile has. In case you have not yet added any document in your company’s profile and wish to do that, you can do so by clicking on the button that says “Add Documents”.

In this case, there are documents in the company. But let us say that you want to add some documents here. For this, click on “Add documents” as shown above.

Step 2: As soon as you click on the option “Add Documents”, a new panel will appear as shown below.

Here, you will see a button that says, “Select file(s)”. Click on this to select the files to upload from your computer to the company profile online.

Step 3: Once you click on the field, another dialogue box appears as shown below.

Choose the file that you want to add to your company and click on “Open” when done.

Step 4: As soon as you click on open, the file would be added to the field on the panel from where you had selected the option to upload a file.

But before you add the file, select the kind of document by clicking on the drop-down list on the right-hand side as shown above. In this case, we selected the option “tax returns” as this is what the file is about.

After you select the option and you want to move ahead, click on “Upload file”.

Step 5: As soon as you select this option, the file will be added to the other files as well. From here, you will be able to share the document with the rest of the team in your company.

Just to explain further, you can download these files by clicking on:

And you can also, edit the file name online along with the file category by clicking on:

Let us say, that you click on the button to edit the file, this is what happens:

You can edit the file name and the file category. Once done, you can then click on “Save”.

To share the document with other shareholders, click on “Access”.

Note: You can see that the document’s access is only given to “1” person. By default, the superuser (and the one who uploads the document) has access to the document.

Step 6: When you click on “Access”, a new panel will appear as shown below.

You will get a field where you can type in the shareholder’s name with whom you want to share the document. In this case, we added the name “Maria” and the name appeared with a button beside it saying, “Share”. Click on “Share”.

Note: You will be able to see the people who have access to the document on the right side, and can click on the “-” (minus sign) beside their name to remove the access as well.

Like this, you can add as many shareholders’ access as you want and the shareholder will get access to the document. For the shareholder to view the document, they will need to log into their account on Eqvista. And before they can do that, you should have given them access to the cap table. That is only when they can view all the shared documents and access them properly.

Step 7: After adding whoever you want to add, click on “close” as shown below.

And when this is done, you will see all the documents and see the number of people who have access to the document.

By doing this, the document will be shared with the respective shareholder. To see what document is shared, you can follow the next steps.

Step 8: On the dashboard, click on “Shareholders” from the left-side panel and you will reach the page where you can see the names of all the shareholders. Click on the shareholder’s name to whom you just shared the document. In this case, it was “Maria Reed”.

Step 9: When you click on the name of the shareholder, you will be directed to the next page that displays all the details of the shareholder as shown below.

You would be able to see the name of the document you shared with the shareholder. In the case no documents have been shared with the shareholder, it would display the message “No Shared Documents Yet”.

Note: Again, remember to share access to the cap table with the shareholder. Here is how to do it!

You can share as many documents as you want with the shareholder using these steps. If you want to know more or understand any other process, check out the other support articles here or contact us!