How do I add contacts?
Contacts can be anyone whom you wish to be able to view anything that is shared with them, an auditor who needs access to your cap table and all documents associated with it, or an administrator who you want to input all the data.
You want to click on CONTACTS which is located in the top right corner of the page to the right of 'Documents'.
This will take you to your Contacts page. Anyone that is already on your Cap Table will already be listed in your contacts.
To add a contact you want to click on ACTIONS in the top right of the screen and then select ADD NEW CONTACT or if entering more than one BULK ADD CONTACTS.
This will bring up a form where you can put in your contacts information. Go ahead and fill in your contacts information.
Once you have filled out your contacts information you want to click on ADD CONTACT.