Document & Access Controls
Every document, its versions, and who could see it
Organize materials by section, decide who can view each one, keep every version, and retain a record of each open and download.
Organize
- Documents filed against the deal-room section they belong to
- Uploading a document with the same title keeps it as a new version rather than a second copy
- Removing a document takes it out of view without erasing who opened earlier versions
- Accepted files: PDF, Word, Excel, PowerPoint, images, MP4 and plain text, up to 40 MB each
Control who sees what
- Room
- Everyone the issuer has let into the room. In a Rule 506(b) room this is automatically narrowed to invited members.
- Invited members
- Only people the issuer has invited to this offering.
- Counsel
- The issuer and its counsel — for drafts and review copies.
- Operator
- Held back for the issuer and the platform operator.
Keep the record
- Every open and every download is recorded against the document and the version seen
- Files are never served from a public address; each read passes an access check
- The record exports with the offering's audit file
About uploaded files: they are stored in the workspace you selected and can be opened by users the workspace administrator authorizes. Do not upload information you are not authorized to share.