Do you often need to share documents with multiple people across events like Raise, Shares, and Pitch, or share monthly updates with your investors?
With our “Custom Groups” feature, you can now create and name custom groups, easily share multiple documents or entire folders at once, and automatically grant access to new group members, without having to reshare everything manually.
Even better, when you add new members to a custom group, they’ll instantly get access to all previously shared documents in the group’s folders. No more repetitive sharing!
Please follow these simple steps to create groups, name them, and share folders with them.
Step 1: Navigate to Settings at the bottom left corner of the navigation panel.
To create a Custom Group, first go to Settings at the bottom left corner of the page. Then click “Groups” > + Create Group.
Step 2: Create the Custom Group name and start adding members.
Enter the name of the group in the bar, and start adding members by clicking their name to add them to the group and click “save”.
💡You can also create a new user by clicking on the “+ add new contact” > Individual/Company > enter their details ( name and email address/company name).
💡You can also edit a custom group to edit the name or add more group members.
Please note that new members will automatically receive access to all documents previously shared with a group.
Step 3: Share the folder with your custom groups.
Please go to “My documents” and share the documents with your group members by clicking the share icon > groups > share with a specific group or multiple groups at once.
💡You can decide to email the link to the folder to each person by ticking the box as shown below.
💡You can upload external documents to the seedlegals platform, create and organise them into folders.
If you have any further questions, please feel free to reach out to our team by clicking the chat icon at the bottom right corner of the screen- we’ll be happy to help!