The Document Library is a private home for reports, tax documents, and investment records. You choose who can see each file.
Upload a document
- Go to Documents > Document Library and click Upload Document.
- Enter the Document Title and choose a Category (report, tax, raise, legal, or other).
- Under Who Can Access This Document? choose Your Team Only, Investors in One Investment, or One Investing Account, then pick the investment or account.
- Choose the file and save.
Investors see shared files in the Document Library in their portal. Click a document's name to preview it, or Download.
Replace, delete, or restore
Open the Document Actions menu on a file:
- Replace uploads a new version. The previous version stays in Deleted Documents and access is kept.
- Delete moves the file to Deleted Documents.
Click Deleted Documents to see removed files. Use Restore Document to bring one back. Deleting there is not permanent. See How Do I Keep or Permanently Delete Files?.
Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.
Try It With Sample Data
Sign in to the shared demo workspace as a sponsor or as an investor. No signup, and nothing you do there sends real email or moves money.
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