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Organize Files in Your SPV
Rachel Diaz avatar
Written by Rachel Diaz
Updated over 3 weeks ago

Organizing Files in SPV

  1. Accessing Files

    • Go to the dashboard and click on SPVs.

    • Select the specific SPV you want to work with.

    • Click on the "Files" section.
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  2. Uploading Files

    • Two tabs: Admin access (for staff) and Investor access (for investors).

    • Drag and drop your document into the relevant tab.

    • Refresh the page to view the uploaded document.
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  3. Creating Folders

    • To organize files, create folders.

    • Refresh the page to see the folder.

    • Drag and drop documents into the created folder for better organization.

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