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 (https://help.dealum.com/en/article/document-types-and-how-to-access-them-6krk6mSome readersTemplate documents
Template documents can be used to automatically upload documents to members, company applications, funding rounds, and data rooms. How to set up company related template documents? How to set up membeFew readersSigning documents in the deal room
How do I sign documents that have been uploaded to Dealum? There are two options available on Dealum for signing documents — simple electronic signature and DocuSign integration. DocuSign To add a document for signing with DocuSign, please follow the steps below: Upload the document to DocuSign and set up a PowerForm. In DocuSign, make sure the PowerForm completion redirect URLs are set to https://app.dealum.com/docusigncomplete.html?status=OK for successful outcome and httpsFew readers