Flow makes it easy to share and organize your documents with your investors. This help article shows you how to Upload Documents and Add to Folders.
1. Navigate to your fund's Documents tab and select Upload Documents.
2. A pop-up modal will ask you to select the document you need to upload. Select Move to Folder to place your document in a folder.
4. Chose the folder you'd like to put your document in, and select Move to place your document.
Blue Folders are visible to investors, while Purple Folders are visible only on the managing partner view. You can update these by selecting Folder Management.
Still have questions? Reach out to support@flowinc.com!