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 - Use the “Add New” button on the left side menu bar from any page in your account to quickly add context-sensitive documents. Just select Document from the dropdown list. Fill out the required fields, select the document from your computer, and click Save. Follow these step by step instructions
  • 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 a notification on your Dashboard indicating you have emails / records waiting to be filed. Just click through to Documents (or Documents & Reports for individual users) and associate the document with any company or fund you like. 
Have more questions? Submit a request

Comments

Powered by Zendesk