The Documents feature in Carta provides a centralized location for managing all your firm’s key documents, streamlining access, search-ability, and data extraction. This article outlines what the Documents page includes, how documents are added and processed, and how users can interact with them.
The Documents page offers a shared understanding between Carta and the client of what documents are stored and managed on the platform. It includes documents uploaded directly to Carta, files synced through Box, and—coming soon—documents received via email.