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

Application & Application discussion documents

Application documents

Located in Funnel > selected company application > Documents tab > section "Application documents"

Application documents are connected to that specific company application.
For instructions on uploading and organizing documents, see Document management.

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.

For instructions on uploading and organizing documents, see Document management.

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.

For instructions on uploading and organizing documents, see Document management.

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.

For instructions on uploading and organizing documents, see Document management.

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".

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.

For instructions on uploading and organizing documents, see Document management.

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.

Member documents

Located in Members > specific member > Documents tab

• These documents are connected to that specific deal room member.

For instructions on uploading and organizing documents, see Document management.

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.

For instructions on uploading and organizing documents, see Document management.

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: 09/10/2026