How to share files with other users on 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 grey drop-down arrow on the document or folder you want to share and select "Share" from the menu:

3. The screen below will appear and you will be able to choose the user(s) that you would like to share the document with. The user must currently be on the "Permissions and Access" page, to receive a document on Carta. When you are ready to send the document, click the green "Share" button:

4. An email will be sent to the user notifying them that a document or file has been shared with them on Carta:

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