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How Documents Hub Works

Documents Hub is designed to simplify document management and sharing for startups and investors. This guide walks you through the step-by-step workflow for both startups and investors, ensuring you understand how to make the most of this powerful feature.

Workflow for Startups

Step 1: Upload Documents

  1. Log in to your OnePass account and navigate to the Documents Hub section.
  2. Click Upload Document and select the files you want to upload (e.g., pitch deck, financial statements).
  3. Add relevant details (e.g., document name, description, tags) to make it easier to organize and search.

Step 2: Organize Documents

  • Use folders and tags to categorize your documents (e.g., “Pitch Materials,” “Financials”).
  • Drag and drop files to rearrange them as needed.

Step 3: Share Documents

  • Create Sharing Links: Generate public or password-protected links to share documents with investors or partners.
  • Approve Access Requests: Review and approve requests from investors who want access to specific documents.

Step 4: Track Engagement

  • Use the Document Analytics dashboard to monitor:
    • Views: How many times a document has been viewed.
    • Downloads: How many times a document has been downloaded.
    • Access Requests: How many investors have requested access to your documents.

Workflow for Investors

Step 1: Request Access to Documents

  1. Log in to your OnePass account and navigate to a startup’s profile.
  2. Go to the Documents Tab to see which documents are available.
  3. Click Request Access for the documents you need.

Step 2: View & Download Documents

  • Once access is granted, you can:
    • Preview Documents: View documents directly in your browser.
    • Download Documents: Save documents to your device for offline review.

Step 3: Collaborate on Documents

  • Leave comments and suggestions directly on shared documents.
  • Use online editing tools to make changes (if granted write access).

Step 4: Track Usage

  • Use the Document Analytics dashboard to monitor how you’ve interacted with shared documents.

Key Features of Documents Hub

1. Secure Document Storage

  • All documents are stored securely using OnePass’s decentralized identity framework.
  • Access is controlled through encryption and permission-based sharing.

2. Version Control

  • Track changes and updates with version history.
  • Restore previous versions if needed.

3. Online Preview & Editing

  • Preview almost any type of document directly in your browser.
  • Edit documents online without downloading them.

4. Document Collaboration

  • Collaborate with team members or investors in real-time.
  • Leave comments and suggestions directly on documents.

5. Document Analytics

  • Track how your documents are being accessed and used.
  • Gain insights into investor engagement and interest.

6. Access Requests

  • Investors can request access to specific documents from your public profile.
  • Approve or reject requests and grant view or write access as needed.

Next Steps

  • Startups: Start uploading your documents to Documents Hub and share them with potential investors.
  • Investors: Explore startups’ profiles and request access to key documents for due diligence.
  • Learn More: Check out the next article in this series: Getting Started with Documents Hub for Startups.
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