Orchestra is your home for important legal documents that govern how your company operates. Examples of these include your constitution, shareholders agreement and shareholder updates. Companies will also want certain documents to be accessible to different groups of stakeholders. Orchestra can facilitate all of this.
Note: When you you add a document, there are no emails that are sent out to shareholders as a result. An email will only be sent out when you create a shareholder communication later.
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'.
Documents are stored under Collections (folders), and each one of these collections can have the name edited, and the access permissions changed.
Access permissions can be set to either administrators or investors & administrators.
- The Administrators option will only display the collection to those who have administrator access in the company, and will not show up in the investors dashboard
- The Investors & Administrators option will display the collection in the dashboards of everyone who is linked to your company.
To upload a new document, click the 'Upload Document' button at the top right 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.
You can also select which collection the document falls under, what name to give the document, and a description for the document.
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.