How do I add a new document or file?

Seraf offers two easy ways to add documents and other files to your account for safe-keeping and future reference. 

  • Upload a Document - From Documents & Reports, click the Upload New Document button. Next, fill out the required fields, select the document from your computer, and click Save. Follow these step by step instructions. Or, you can also use the orange “Add New…” button on the left side menu bar from any page in your account to quickly add context-sensitive documents.
  • Email a Document - You can email a document directly from your own personal inbox using your Seraf generated email address. Once emailed, you will see it on your Dashboard waiting to be filed. Just click through to Documents & Reports and associate the document with any company or fund you like. 

Note that Enterprise Accounts and those of their members have Documents and Reports split apart as two separate menu items.

Have more questions? Submit a request


Powered by Zendesk