How do I add my company documents to Orchestra?

Orchestra is your home for important legal documents that govern how your company operates. Examples of these include your constitution or shareholders agreement. Companies will also want certain documents to be accessible to different groups of stakeholders. Orchestra can facilitate all of this.

To upload company documents, you will need to be logged in and have access as a company administrator to make any changes. From your dashboard, click the ‘Document Vault’ dropdown from the toolbar on the left-hand side toolbar and select ‘View all'.

On the next page, you are able to view existing documents and upload new documents, as well as edit the permission of who has access to each of these documents. 

To upload a new document, click the 'Upload Document' button at the top of the page. From here, you can choose a file to upload into Orchestra. You can either click 'Choose a file' from your local computer, or drag and drop a file into the designated box below the 'Choose a file' button. 

Once a document is uploaded, you can set the parameters of the document inside Orchestra. You can set the following attributes:

• Name - The title of the document which will be visible to all users
• Revision - Different document revisions can be labelled and ordered with Orchestra to keep a concise record of changes
• Description - A description of the document and any useful information for users
• Access Permissions - You can select which level of user groups the document will be visible to. This feature acts as a waterfall of access, where you can determine where the access stops. For example, a shareholders agreement should be available to shareholders, meaning the document will be available to company administrators, service providers and shareholders. If you are uploading a directors resolution that is only visible to the directors, you would only select the director group, meaning access would not flow through to shareholders.

Once you have set all the parameters, click 'Upload' and your document will be uploaded and processed through to be visible to each of your selected stakeholders in their own dashboards. 

Once uploaded, you are also able to edit the document and change the permissions or delete the document entirely. All changes to the documents will be recorded in the revision history.