Janover Connect

Discover how to access and manage your Documents

Investor Portal Guide - Documents Overview

You can search for documents by name from the Documents section

Investor Portal Guide - How do I search my documents?

You can apply criteria to filter your list of documents

Investor Portal Guide - How can I filter my list of documents?

You can sort your list of documents by date

Investor Portal Guide - How can I sort my documents?

Investor Portal Guide - Can I preview a document?

You can download one or more of your documents from your list of Documents

Investor Portal Guide - Can I download a document?

Yasmin Bastos

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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