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 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 and select ‘View all'.
Documents are stored under Folders, and each one of these folders can have the name edited, the parent folder selected (or a new Root folder created), and the Audience group permission changed.
The Audience group can be selected from:
- Administrator only which will only display the folder and contents to those who have administrator access in the company, and will not show up in investors' dashboards
- Investors & Administrators which will display the folder and contents in the dashboards of everyone who is linked to your company.
- If you have created custom Audience groups (on the main menu under "Administration", "Audience groups") then these can also be selected by name under the folder access permissions. Audience groups allows you to create a folder and the access permission to the folder (and documents within it) for a single or multiple stakeholder(s) if you wish.
To create a folder for a single Stakeholder, click on the 'Stakeholder folder' tab in the Create Folder screen. You can search and select a stakeholder and name the folder for them.
The new Stakeholder folder is added to your Document vault with access only for the stakeholder and administrators.
Once you've created folders, you can add and manage documents for each.
To upload a new document, in the Document vault screen click the 'Upload Document' button at the top right of the page. From here, you can choose files to upload into Orchestra. You can either click to upload from your local computer, or drag and drop files into the designated box.
You can give a name and description to the document, and select which folder to upload it to:
Once you have set all the parameters, click 'Upload' and your documents 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 a document and change the permissions or delete the document entirely. All changes to the documents will be recorded in the revision history.