Documents can be uploaded at a stakeholder or transaction level for individuals to view and download.
On Carta you can upload documents for individual stakeholders to access. On a stakeholder level or transaction level, individual stakeholders will only be able to view the documents associated to their stakeholder profile or equity.
Adding documents to the stakeholder entry
Adding documents to a published transaction
If you're looking to share documents with all shareholders or internally for company administrators or Carta Staff, refer to Documents Page Overview.
Adding Documents to the Stakeholder Entry
1. Navigate to Ownership > Cap table.
2. Click the Actions Button in the far right of the stakeholder and select Edit stakeholder.
3. In the Notes and documents section, click Add document.
4. Select the category of the document, upload and Save the file.
5. Click Save.
To view the uploaded document, Navigate to Ownership > Cap table > click on the stakeholder's name and expand the Documents dropdown.
The individual stakeholder will be able to view the uploaded document, provided that they have signed up to Carta and your company account is live by clicking the Documents menu on the top right of their account.
Adding Documents to a Published Transaction
For the purpose of this article, we will use option grants as an example. Please, bear in mind that the same process is valid for the other types of equity (e.g. Equity awards, Shares, Convertible Loan Notes.)
1. Navigate to Equity awards > Options > Grants.
2. Locate the grant and on the Actions button to the and right select Change grant details.
4. Click Correct details.
5. Under the Advanced section, click Add Document.
6. Select a Category, upload the file and click Save.
7. Add a Reason for correction.
8. Publish correction.