# Manage company and cap-table documents

> Upload PDFs to companies, investors, contracts, and transactions.

- Category: Company administration
- Type: task
- Audience: Company editors
- Last reviewed: 2026-08-25
- Canonical HTML: https://tekorax.com/help/company-admin/documents/
- Content version: 140b8e6962439603

## Choose the correct location

- Company documents hold entity-level legal files.
- Investor documents support the investor identity or relationship.
- Contract documents support the investment terms.
- Transaction documents support a specific secondary transfer or other event.

## Upload a PDF

1. Open the company, investor, contract, or transaction that the document supports.
2. Open Documents or Files and choose Upload.
3. Select the PDF, use a descriptive name, and confirm the destination folder.
4. Upload and verify that the document appears on the correct record.

**Keep evidence with the event**

A file uploaded to the wrong entity may be difficult for reviewers to find. The cap-table record and its executed document should be easy to reconcile.

## Name and verify the file

Use a filename that identifies the document, counterparty or event, execution state, and date. Open the uploaded PDF to verify that it is readable, complete, and attached to the intended company and record.

## Control sensitive information

Remove unrelated personal information before upload when appropriate and grant access only through the supported company, investor, report, or connection workflow. Document access does not replace cap-table or representative permissions.