Document types and how to access them
Documents are files that can be uploaded to various places of the deal room. This articles outlines different document types and how to give or restrict access to them:
Application & Application discussion documents
Dashboard & Dashboard discussion documents
Deal room documents
Event documents
Funding round & Funding discussion with the company documents
Member documents
Portfolio documents
Did you know? You can upload documents by dragging and dropping them into a corresponding files section, folder or message box in Dealum. That also allows you to upload multiple documents at once if needed.
Regardless of the document's location or access rights, all files are restricted to maximum of 25MB per file, and picture files are restricted to maximum of 5MB per file.
You can read more on member group access rights here: Managing access of deal room members
Located in Funnel > selected company application > Documents tab > section "Application documents"
These documents are connected to that specific company application.
You can create folders and subfolders for organizing the documents.
You can add descriptions to document folders when you open the additional actions menu of the folder and choose ‘Add description’.
You can create empty folders when you click on the "Description" button at the bottom of the documents section and give the folder a name and add a description.
Located in Funnel > company application > Discuss with the company
These documents are only visible within the Application discussion. They are not automatically added to application documents.
Access to application & Application discussion documents is regulated by "Companies access" in Groups setup.
Application documents are seen with "View companies" access.
Application documents can be added and removed with "Full edit access".
Application discussion documents are seen with at least "View and communicate".
Located in Dashboard > Intro
These documents are only visible within the Intro.
You can create folders and subfolders for organizing the documents.
You can add descriptions to document folders when you open the additional actions menu of the folder and choose ‘Add description’.
You can create empty folders when you click on the "Description" button at the bottom of the documents section and give the folder a name and add a description.
Located in Dashboard > Discussions tab > selected discussion
These documents are connected to the specific discussion and are only visible within that specific discussion.
Access to Dashboard & Discussion documents is regulated by "Dashboard access" in Groups setup. Seeing the documents requires "View dashboard" rights, editing requires "Full access".
Members with view rights to discussions will not see private discussions (or documents in there), unless they are marked as participants by the discussion creator.
Members with "Full access" can see all discussions (and documents in there), including private discussions they are not participating in.
Located in Documents (in the left side menu)
These documents are not connected to, or associated with anything else in the deal room.
You can create folders and subfolders for organizing the documents.
You can add descriptions to document folders when you open the additional actions menu of the folder and choose ‘Add description’.
You can create empty folders when you click on the "Description" button at the bottom of the documents section and give the folder a name and add a description.
Access to Documents page is regulated by "Documents access" in Groups setup and deal room members can have no access, viewing rights or full edit access:
Located in Events > selected event
These documents are connected to that specific event.
You can create folders and subfolders for organizing the documents.
You can add descriptions to document folders when you open the additional actions menu of the folder and choose ‘Add description’.
You can create empty folders when you click on the "Description" button at the bottom of the documents section and give the folder a name and add a description.
Access to Event documents is regulated by "Events access" in Groups setup.
Seeing the documents requires members to have either "View events" access or "View invited to" when invited to the event.
Adding or removing documents requires "Full access".
Adding companies to the event will not give them viewing right for the event or access to the documents. The companies will only see events and the documents attached after being specifically invited to the event.
Located in Funnel > selected company application > Funding tab > section "Documents"
These documents are connected to that specific company application's funding round.
You can create folders and subfolders for organizing the documents.
You can add descriptions to document folders when you open the additional actions menu of the folder and choose ‘Add description’.
You can create empty folders when you click on the "Description" button at the bottom of the documents section and give the folder a name and add a description.
Located in Funnel > selected company application > Funding tab > "Funding discussion with the company"
These documents are only visible within the discussion. They are not automatically added to funding round documents.
Access to funding round documents and Funding discussion with the company documents is regulated through the access to the specific funding round. There can be multiple ways to give or take away access from funding round.
You can read more about funding rounds here: Managing funding rounds
Located in Members > specific member > Documents tab
These documents are connected to that specific deal room member.
You can create folders and subfolders for organizing the documents.
You can add descriptions to document folders when you open the additional actions menu of the folder and choose ‘Add description’.
You can create empty folders when you click on the "Description" button at the bottom of the documents section and give the folder a name and add a description.
Access to member documents is regulated by "Members access" in Groups setup.
Member documents are seen with "Full edit access" only.
When members can see the Members page (at least "View names" access), they also see their own Member Documents, but not necessarily all the documents there.
Deal room admins can choose if the document they are uploading to member documents will be visible to the member themselves:
When members have "No access" to other members, they can view their own member page by clicking "Membership" on the left side menu:
Located in Portfolio > specific portfolio company > Documents tab
These documents are connected to that specific company investment.
You can create folders and subfolders for organizing the documents.
You can add descriptions to document folders when you open the additional actions menu of the folder and choose ‘Add description’.
You can create empty folders when you click on the "Description" button at the bottom of the documents section and give the folder a name and add a description.
Access to portfolio documents is regulated by "Portfolio access", and weather or not member has invested in the company.
Members with "No access" to portfolio do not see any investments, including theirs.
Members with at least "View own investments" will access their own investments only, and can view and upload the portfolio documents related to those investments - but no other portfolio documents.
Members with "Full edit access" will access all portfolio information with edit rights, including all documents, regardless of their own participation.
Application & Application discussion documents
Dashboard & Dashboard discussion documents
Deal room documents
Event documents
Funding round & Funding discussion with the company documents
Member documents
Portfolio documents
Did you know? You can upload documents by dragging and dropping them into a corresponding files section, folder or message box in Dealum. That also allows you to upload multiple documents at once if needed.
Regardless of the document's location or access rights, all files are restricted to maximum of 25MB per file, and picture files are restricted to maximum of 5MB per file.
You can read more on member group access rights here: Managing access of deal room members
Application & Application discussion documents
Application documents
Located in Funnel > selected company application > Documents tab > section "Application documents"
These documents are connected to that specific company application.
You can create folders and subfolders for organizing the documents.
You can add descriptions to document folders when you open the additional actions menu of the folder and choose ‘Add description’.
You can create empty folders when you click on the "Description" button at the bottom of the documents section and give the folder a name and add a description.
Application discussion documents
Located in Funnel > company application > Discuss with the company
These documents are only visible within the Application discussion. They are not automatically added to application documents.
Access to application & Application discussion documents
Access to application & Application discussion documents is regulated by "Companies access" in Groups setup.
Application documents are seen with "View companies" access.
Application documents can be added and removed with "Full edit access".
Application discussion documents are seen with at least "View and communicate".
Dashboard & Dashboard discussion documents
Dashboard documents
Located in Dashboard > Intro
These documents are only visible within the Intro.
You can create folders and subfolders for organizing the documents.
You can add descriptions to document folders when you open the additional actions menu of the folder and choose ‘Add description’.
You can create empty folders when you click on the "Description" button at the bottom of the documents section and give the folder a name and add a description.
Dashboard discussion documents
Located in Dashboard > Discussions tab > selected discussion
These documents are connected to the specific discussion and are only visible within that specific discussion.
Access to Dashboard & Dashboard discussion documents
Access to Dashboard & Discussion documents is regulated by "Dashboard access" in Groups setup. Seeing the documents requires "View dashboard" rights, editing requires "Full access".
Members with view rights to discussions will not see private discussions (or documents in there), unless they are marked as participants by the discussion creator.
Members with "Full access" can see all discussions (and documents in there), including private discussions they are not participating in.
Deal room documents
Located in Documents (in the left side menu)
These documents are not connected to, or associated with anything else in the deal room.
You can create folders and subfolders for organizing the documents.
You can add descriptions to document folders when you open the additional actions menu of the folder and choose ‘Add description’.
You can create empty folders when you click on the "Description" button at the bottom of the documents section and give the folder a name and add a description.
Access to deal room documents
Access to Documents page is regulated by "Documents access" in Groups setup and deal room members can have no access, viewing rights or full edit access:
Event documents
Located in Events > selected event
These documents are connected to that specific event.
You can create folders and subfolders for organizing the documents.
You can add descriptions to document folders when you open the additional actions menu of the folder and choose ‘Add description’.
You can create empty folders when you click on the "Description" button at the bottom of the documents section and give the folder a name and add a description.
Access to Event documents
Access to Event documents is regulated by "Events access" in Groups setup.
Seeing the documents requires members to have either "View events" access or "View invited to" when invited to the event.
Adding or removing documents requires "Full access".
Adding companies to the event will not give them viewing right for the event or access to the documents. The companies will only see events and the documents attached after being specifically invited to the event.
Funding round & Funding discussion with the company documents
Funding round documents
Located in Funnel > selected company application > Funding tab > section "Documents"
These documents are connected to that specific company application's funding round.
You can create folders and subfolders for organizing the documents.
You can add descriptions to document folders when you open the additional actions menu of the folder and choose ‘Add description’.
You can create empty folders when you click on the "Description" button at the bottom of the documents section and give the folder a name and add a description.
Funding discussion with the company documents
Located in Funnel > selected company application > Funding tab > "Funding discussion with the company"
These documents are only visible within the discussion. They are not automatically added to funding round documents.
Access to funding round, and Funding discussion with the company documents
Access to funding round documents and Funding discussion with the company documents is regulated through the access to the specific funding round. There can be multiple ways to give or take away access from funding round.
You can read more about funding rounds here: Managing funding rounds
Member documents
Located in Members > specific member > Documents tab
These documents are connected to that specific deal room member.
You can create folders and subfolders for organizing the documents.
You can add descriptions to document folders when you open the additional actions menu of the folder and choose ‘Add description’.
You can create empty folders when you click on the "Description" button at the bottom of the documents section and give the folder a name and add a description.
Access to member documents
Access to member documents is regulated by "Members access" in Groups setup.
Member documents are seen with "Full edit access" only.
When members can see the Members page (at least "View names" access), they also see their own Member Documents, but not necessarily all the documents there.
Deal room admins can choose if the document they are uploading to member documents will be visible to the member themselves:
When members have "No access" to other members, they can view their own member page by clicking "Membership" on the left side menu:
Portfolio documents
Located in Portfolio > specific portfolio company > Documents tab
These documents are connected to that specific company investment.
You can create folders and subfolders for organizing the documents.
You can add descriptions to document folders when you open the additional actions menu of the folder and choose ‘Add description’.
You can create empty folders when you click on the "Description" button at the bottom of the documents section and give the folder a name and add a description.
Access to portfolio documents
Access to portfolio documents is regulated by "Portfolio access", and weather or not member has invested in the company.
Members with "No access" to portfolio do not see any investments, including theirs.
Members with at least "View own investments" will access their own investments only, and can view and upload the portfolio documents related to those investments - but no other portfolio documents.
Members with "Full edit access" will access all portfolio information with edit rights, including all documents, regardless of their own participation.
Updated on: 24/08/2023
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