If you need to attach any agreements, certificates or other documents to a shareholder page, search for the shareholder by name in Shareworks Startup.
At the top of their main page (as well as any certificate or grant page), you can upload documents by going to Actions > Upload Document. Files can either be dragged into the pop up modal or selected directly by clicking “Select File.”
Files can either be dragged into the pop up modal or selected directly by clicking “Select File.”
You can also upload documents to any Security or Equity Plan page. Simply navigate using the Dashboard to that page and upload. NOTE: documents on these pages will only be visible to users with view or edit access. See this page for the difference between permission levels.
1. Select your Equity Plan or Security from the left-hand menu.
2. Go to Actions > Upload Documents