Documents

The document library is your curated home for important company files — incorporation docs, contracts, policies, financial statements, and more — with version history and controlled access. Find it under Company → Documents.

Documents are different from Resources. Resources are rich-text announcements and policies the whole team reads (with acknowledgments, comments, and likes). Documents are files in a controlled library with versioning, confidentiality levels, and per-recipient access grants.

Adding a document

1. Go to Company → Documents and click New.
2. Choose the type: an uploaded file, an external link, or a generated artifact.
3. Set its category — corporate, legal, financial, governance, fundraising, compliance, people, product, customer, or other.
4. Set confidentiality — internal, restricted, or externally shareable.
5. Save it as a draft while you prepare it, then mark it active when it’s ready.

Versions

Documents keep a full version history. Each version has its own number, the file (or link), and an optional change note, plus who uploaded it.

To add a version, open the document and choose New version. The library always shows the current version, and older versions stay available for reference. Versions are never overwritten — the chain is preserved.

Access and sharing

By default, managing the library is an admin-level task (see Roles & Permissions). You can grant specific people or groups access to a document with a permission level:

• View — can see the document
• Download — can also download it
• Comment — can also comment
• Manage — full control, including sharing

Grants can be revoked at any time.

Audit trail

Every meaningful action is logged — viewed, downloaded, shared, revoked, uploaded, versioned, generated, and requested — so you always know who accessed what and when. Documents can also surface in other contexts that reuse this access system, such as the data room and board meetings.

Archiving

When a document is no longer relevant, archive it. It stays in the library (and keeps its history) but moves out of the active list.