DocumentsCapitalOperations

The company's documents, without leaving your draft

Browse the company's documents without leaving your draft. Capital history also brings you back to today in one click.

Find a file without leaving the operation. From the draft editor and an operation's form, browse the company's documents directly.

Read the document storage guide

Draft editor with the side panel open on the company's documents, with a close-up of the editor's Documents panel.
Highlight

A simpler capital history

Go back in time in your capital, then return to today. Capital history has a single date picker, and one button brings you back to today. False inconsistency alerts no longer show when you look at a past date.

Read the share ownership guide

Capital history: a single date picker with a « Today » button.

All changes

The full list for this release, fixes included. Only changes our customers can see are listed.

New

Improved

  • People and mandatesA UK company added as a legal entity is prefilled from Companies House.
  • DocumentsFolders and files sort by name in natural order, letters and numbers alike.
  • Templates and draftingDeleting a clause can be undone with the undo shortcut until you save.
  • Templates and draftingA single arrow key press takes you out of an inline condition.
  • OperationsAn operation's form asks for confirmation before closing, so nothing is lost.
  • OperationsOperations dashboards use the full width of the screen.
  • Company creationA Pennylane deposit has clearer tracking and a prefilled domiciliation certificate.
  • Organisation and accessAccess is shown more simply, with inherited members displayed by default.

Fixed

  • Org chartCards and percentages no longer overlap in the vertical layout.