Centralizing legal and compliance documents in EntityKeeper not only eliminates confusion and errors from sharing versions over email, but it protects sensitive documents from computer and hard-drive failures. To upload documents to EntityKeeper, simply:
- Navigate to the desired entity and click the Documents tab.
- Under the Advanced Documents section, create a folder to help keep entity-specific documents organized. To do so, simply click the green plus button.
- The new folder will appear under Advanced Documents. Click into the folder to upload a document.
- Click the gray paperclip button to upload a document. You can upload directly from your computer or a third-party storage provider, such as Box, Dropbox, Google Drive, and OneDrive.
- Follow the prompts on your screen and confirm the document was successfully uploaded to EntityKeeper.
- To share a document with a team member, simply click the three-dot icon to the far right of the document and click Share. Doing so will alert that individual that a document has been shared with them.
It's important to note if a user has access to an entity, they can navigate to the Advanced Documents section and view all the items that have been uploaded.