How to Upload a Company Document

Sharing documents with your shareholders is straightforward. The IR Documents section lets you upload files directly to your company's IR portal so shareholders can access them from their Findex accounts.

Last updated About 1 month ago

Overview

IR Admins can upload documents such as financial statements, annual reports, pitch decks, board minutes, and other materials that shareholders need. Once uploaded, these documents become available to shareholders who have accepted their invite.

Step-by-Step Guide

  1. Switch to the IR Portal for your company.

  2. Click Documents in the IR navigation menu.

  3. Click the Upload or Add Document button.

  4. Select one or more files from your device.

  5. Add a name or description if prompted.

  6. Click Upload to save the files.

  7. The documents will appear in the IR documents list and become accessible to connected shareholders.

[Image: The IR Documents page showing the Upload button and the list of uploaded documents]

Screenshot the IR Documents page with the Upload button visible and a few documents in the list.

Supported File Types

You can upload common document formats, including:

  • PDF -- Financial reports, contracts, presentations

  • Word documents -- Drafts, meeting notes, memos

  • Spreadsheets -- Financial models, cap table exports

  • Images -- Charts, diagrams, supporting visuals

  • Presentations -- Pitch decks, board presentations

Tips

  • Name files descriptively. Use clear names like "Q4 2024 Financial Report" or "Board Minutes - January 2025" so shareholders can find what they need quickly.

  • Notify shareholders. After uploading important documents, consider sending an Investor Update to let shareholders know new materials are available.

  • Only IR Admins can upload. Shareholders can view and download documents but cannot upload to the IR Documents section.

  • Review before uploading. Once a document is shared, shareholders with access can view it immediately. Double-check that you are uploading the correct version.

Need Help?

Have questions about uploading documents or running into issues? Contact us at team@findex.se and we will help you out.