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 coSome readersTemplate documents
Template documents can be used to automatically upload documents to members, company applications, funding rounds, and data rooms. Template documents feature is not included in all subscription plans. For more information, please contact your account manager or Dealum support. 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 readersDocument management
Dealum lets you add documents in several ways and organize them into folders and subfolders. Depending on what you want to add, you can upload a file, upload a folder, add a link, or use the Description button to create an empty folder. Adding documents Creating and managing folders 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 maFew readers