How to upload documents and paperwork to securities

Documents and paperwork can be uploaded for stock grants, option grants, RSAs, convertible instruments and warrants in the security's inspector view.

For example, to upload documents for stock grants, go to Ownership > Stock, click on the stock grant's ID, e.g. CS-1 to view its inspector view. Click on Upload within the Documents section, then select your file.

The maximum allowed file size is 20MB.

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