Document Management

Streamline your paperwork with Fund Flow's integrated document system. From static file storage to automated contract generation and e-signature collection, the entire document lifecycle lives in one place.

Document Categories

Fund Flow organizes documents across eight categories to keep deal rooms structured:

Uploading Static Documents

Store any file (PDF, Excel model, Word doc) directly on a Deal, Loan, Contact, or Investor profile.

1. Navigate to the specific Deal, Loan, or Contact dashboard.
2. Click the Documents tab in the sub-navigation.
3. Click + Upload Document.
4. Drag and drop your file and set a Title (e.g., "PSA — 123 Main St") and Category.

Uploaded files are accessible to team members with at least Member-level access and can be shared with investors through the investor portal.

Template-Based Document Generation

The three-stage Build → Map → Generate lifecycle automates repetitive contracts so you never copy-paste investor data into a Word document again.

sequenceDiagram
    participant O as Operator
    participant T as Template
    participant I as Investor
    O->>T: Upload Base DOCX
    O->>T: Map Merge Fields to Data Sources
    O->>T: Define Signer Roles
    O->>I: Generate & Send
    I->>O: E-Signs Document
    Note over O,I: Copy automatically saved to Deal Documents

Stage 1: Build — Upload Your Base Template

Fund Flow uses DOCX files (Microsoft Word format) as the source template. PDF-only templates are not supported for merge-field generation.

1. Go to Documents > Templates in the main menu.
2. Click + New Template.
3. Upload your base DOCX file. The document should contain placeholder tokens in double-curly-brace syntax: {{contact.firstName}}, {{deal.targetRaise}}, etc.

Stage 2: Map — Connect Placeholders to Data Sources

After upload, Fund Flow scans the document and lists all detected placeholders. For each placeholder, assign it to a data source:

Placeholder Source Categories

Field Transforms

Apply a transform to format raw data values correctly in the document:

Stage 3: Generate — Create Investor-Specific Documents

From any Deal or Contact dashboard, generate a completed document from your template.

1. Click Generate from Template.
2. Select the template from your library.
3. Choose the target Contact (or Investor). The system pulls all mapped field values automatically.
4. Review the preview. If merge fields show as blank, the source record is missing that data — fill it in before generating.
5. Click Generate. A PDF is created and attached to the deal's document library.

E-Signature Workflow

After generation, send the document for binding electronic signature.

E-Signature Statuses

Documents move through the following lifecycle:

Sending for Signature

1. From the document preview, click Send for Signature.
2. Add signer email addresses. Each signer is assigned a role (e.g., "Investor", "Sponsor", "Witness").
3. Drag signature, initials, and date fields onto the appropriate document pages for each signer role.
4. Click Send. Each recipient receives a secure link via email to sign online — no account required.

Completed Document Storage

Once all parties have signed, the completed PDF is automatically saved back to the originating deal or contact's document library with the status Completed and the timestamp of the final signature.