How do I add a new document step by step?

To add a new document or file to your Seraf account, follow these steps: 

  • Use the “Add New” button on the left side menu bar from any page in your account and select Document from the dropdown list. 
  • Enter the Name of your document, for example Newco Investor Report - Q1 2021,  Newco Series A Deal Docs, or Newco Share Certificate 59. Keep in mind that more descriptive titles make it easier to find documents in the future.
  • Enter the Date the document was issued.
  • Select the Company / Fund to which it relates.
  • Select the Round to which it relates, if relevant.
  • Specify the Year and Quarter to which the file refers.
  • Click the Choose File button to select the file on your computer you would like to add.
  • Choose a Document Type or select "Other" to enter your own. Note that the type of document you choose will affect where the document is displayed (see below).
  • Add any notes in the Memo box.
  • Select the appropriate Document Visibility setting.
  • Click the Save button.   
Once your documents are uploaded to Seraf you can access them from multiple places:
  • Dashboard - Recent Reports - Each file categorized as an Investor Report or Financial Statement and dated within the last 3 months is highlighted in the count on the Dashboard in the Recent Company Reports section.
  • Company / Fund Pages - Any document relating to a particular company or fund can be found under the Documents tab of that entity’s page (found by clicking on a company or fund name).
  • Documents or Documents & Reports - Every single document you add to Seraf is stored in the Documents section (or Documents & Reports section for individual investors) under one of several tabs.

Learn more about what Seraf offers for document storage and record-keeping.

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