In addition to adding documents to Seraf through the Documents & Reports section, you can also forward them directly to your account from your email inbox. To use this time-saving feature, follow the instructions below:
- Set up a unique Seraf email address especially for this purpose by going to Account Management. Copy this Seraf-generated email address, which may be quite lengthy, to your email contacts for easy reference.
- Forward any investment related documents you receive, such as investor updates, deal documents, financials, etc. from your email inbox to your Seraf email address. It does not matter if the content appears in the body of the email or as an attachment (or both), since Seraf will save each piece separately.
- Go to your Dashboard and look under Emailed/Unfiled Documents to see all of the emails you have forwarded and which are waiting to be filed or go directly to the Unfiled Docs tab in Documents & Reports.
Note that Enterprise Accounts and those of their members have Documents and Reports split apart as two separate menu items.