Entity Documents

This article explains how document attachments work on entities so that you can keep an entity's supporting paperwork alongside its data.

What Are Entity Documents?

Every entity can hold uploaded documents — the underlying paperwork that supports the structure. They live in the Files section of the entity's page, so the constitution, deed, or ID sits next to the entity it belongs to rather than in a separate filing system.

Documents are available for individuals, companies, trusts, SMSFs and partnerships.

Document Types

When you upload a document you can classify it, which makes it easier to scan later:

ASIC extract
Constitution
Trust deed
Partnership agreement
SMSF deed
Identification
Legal agreement
Other

The type is for your own organisation — it doesn't change how the file is stored or who can see it.

Supported Files

Formats: PDF, Word (.doc, .docx), plain text (.txt) and Markdown (.md).
Size: up to 25 MB per file.

Documents from ASIC Imports

When you import company data from ASIC, the ASIC extract for that company can be attached to the entity automatically as an ASIC extract document. You'll see it in the Files section without having to upload it yourself. See Importing ASIC Shareholdings.

Privacy and Access

Documents are stored privately. They're only reachable through the app — downloads are streamed to people who can view the entity — so a file is never exposed by a public link. Uploading, renaming, replacing and deleting documents requires permission to manage the entity.