How to find and download my associated documents?

Locating documents relating to investments and grants in a company that are stored on Capdesk

On Capdesk, documents can be attached to transactions and to a stakeholder. There are three ways for finding documents associated with your transactions recorded on Capdesk:

1. The documents tab 
2. Under your Current Holdings
3. The company documents tab.


There is a documents section on Capdesk which stores all uploaded documents available for you to see. Go to the paper icon found in the top right (second icon):

Documents


You will see any and all documents related to you, either attached directly to you as a stakeholder or to a transaction that involves you. e.g. you can find your signed grants here if they have been recorded on Capdesk and EIS certificates if they have been generated on Capdesk.

Docs


You can go to your portfolio and under 'Current Holdings' find any documents that have been recorded with the transactions.

First by selecting the equity group that has transactions related to it that would have the documents, highlighted with a red circle below:

portfolio docs

After this, you'll see the window (pictured below) and locate any share certificates for that particular share class.


transaction docs

Additionally, clicking a particular transaction, will show you the details of that transaction and also any notes and documents that have been recorded with the transaction, in this example, it is the EIS3 certificate.

Transaction documents


Alternatively, if you have access to a company's Capdesk Dashboard and account (found by clicking the company name in your portoflio), you can find the documents in that company's "Documents" page. This is also where you find any documents the company has uploaded:

Please also note that the documents available for you to have access to is subject to the company uploading the documents. If you are unable to view any documents on Capdesk and you would like to have access to some i.e Share Certificate, then please contact the company.

 

If you need further assistance, you can reach out to us by submitting a support ticket.