The Documents area in the Carry section is for any document related to a carry vehicle or to an individual carry holder. Typical examples include:
Award letters
Subscription agreements for the carry vehicle
C-share certificates
Vesting schedules (as supporting documentation)
Side letters
Tax statements
You can upload documents that apply to a specific holder, or to the carry vehicle as a whole.
Before you start
To upload a document you need:
Super Admin or Admin role
The PDF or DOCX file to upload
The holder or vehicle the document relates to
Uploading a document
From the left sidebar, click Carry.
Open the Documents sub-tab (Admin view) or open a specific holder's detail page.
Click Upload Document.
Choose the file, set the document type and status, and assign it to the relevant holder.
Confirm to upload.
The document is added to the Documents table immediately.
What you see in the table
The Documents table on the Admin Documents sub-tab shows:
Document — the document name and original filename
Holder — which holder the document is associated with
Fund — which carry vehicle the document relates to
Status — current state (Issued, Signed, Active, etc.)
Uploaded — date and uploader
You can filter by status to find a specific group of documents (for example, all "Issued" documents that have not yet been signed).
What holders see
From the Documents sub-tab on their own dashboard, each carry holder sees only the documents that have been issued or signed by them. The column in this sub-tab are:
Document
Fund
Status
Issued date.
Holders can view and download their documents from the per-row actions menu.
Per-document actions
Click the actions menu (the three dots at the end of a row) to access actions for a document.
Getting help
For any further questions or assistance, please reach out via the chat on the platform or contact the Navys support team at [email protected].