The Document Room will be the place to find all the relevant paperwork related to your company, divided into three different views available: Timeline view, My Documents view and All Company Documents view.

Timeline view

The first view of the Document Room is the Timeline view, where all documents are grouped by event and listed in order from the most recent events to the oldest events.

When clicking on an event, you’ll see all documents related to that specific event (i.e. a hiring event, a termination, a board consent, an investment, etc.)

My Documents view

The second view of the Document Room is the My Documents view, where you’ll see only documents that include you as one of the parties involved to sign, and are listed in order from the most recent documents to the oldest documents.

You’ll see a yellow banner at the top of the page whenever there are documents pending your signature.

All Company Documents view

The third view of the Document Room is the All Company Documents view, where you’ll see all company documents divided into three categories:

• Capitalization Matters: here you’ll find documents like stock issuances, CSPAs, RSPAs, stock plans, offer letters, 83(b) elections, SAFEs, convertible notes, and any other documents related to equity compensation

• Foundational Documents: here you’ll find all documents related to the incorporation of your company, like your certificate of incorporation, your corporate bylaws, your stock plan, the action by the sole incorporator, etc.

• Intellectual Property: here you’ll find all the CIIAAs (Confidential Information and Invention Assignment Agreements)

Document details

All documents listed in the Document Room will show the following details:

• Status: Executed (has been signed by all parties involved) or Pending (still missing one or more signatures)

• Title of the Document

• Date executed: it’s the date when all parties involved signed (different from the date of creation). If no signatures are needed, then this is the same as the date of creation.

• Signed by: Lists all parties involved that need to sign the document.

When clicking on the Title of any document, a new window will open to see the details of the document:

There will be three sections on this page: Details, Preview, and Audit Log.

• Details: here you’ll see the date of creation, date of execution, date when each of the signers signed the document, and a button to download a PDF version of the document.

• Preview: here you’ll be able to see a preview of the document without the need to download the document to your computer.

• Audit Log: here you’ll see a log of all the activities regarding this document

Downloading a single document

To download a single document you’ll click on the download icon at the rightmost side of the row of that document:

Downloading documents in bulk

To download one or more documents in a zip file, you’ll click on the checkbox at the leftmost side of the row for every document you want to download. If you want to download all documents of an event or list, you’ll check the top box next to “Status”.

You’ll need to wait a few seconds for the documents to load, and then you’ll click on the “Download documents” button at the bottom of the page to download the zip file.

If you have any questions, feel free to reach out to our support team through live chat or via email at support@capbase.com.