How to add files and folders to Board Documents

Documents allows you to securely store and share files with groups and individual board members.

To access Board > Documents, your company will need to have subscribed to the add-on Board feature. If you are unsure whether your company has subscribed to the Board feature, please email Carta support at support@carta.com.

1. After logging into Carta, go to Board > Documents:

2. Click on the green "Add" button to add files and folders to your document repository:

3. Clicking "add folder" will bring up the following screen:

 

Clicking “Add file” will display files available on your computer. Open on the file from your local drive:

4. Documents also allow you to upload files and folders by dragging and dropping files directly from your computer: