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How do I access company documents on Orchestra?
Alison Perkins avatar
Written by Alison Perkins
Updated over 4 months ago

A company that you have a holding in may use the Orchestra Documents feature to share important company documents with you securely. These documents may include confidential shareholder updates, shareholder resolutions, a share transfer template and shareholders' agreement, as well as documents that are individual to you, such as dividend statements.

To access your company documents please login to Orchestra. Click into the holding in the company that you would like to see documents for.

From your left side menu, select 'Documents'.

Click on the arrowhead icon to open folders and see the documents contained inside.

Click on a hyperlinked document name to view, and or download.

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