Files
Short answer: Files is your firm's private storage (50 MB per file). Choose Save to before uploading: Firm documents (your team only) or Share with investor (your team and that investor only). Investors see only what's shared with them.
Files is your firm's private storage (50 MB per file). Choose Save to before uploading: Firm documents (your team only) or Share with investor (your team and that investor only). Investors see only what's shared with them.
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Related
- Firm overview
- Import data
- Team & investors
- Usage & billing
- Every screen: records and workflows
- Audit trail