The Corporate Documents section provides a centralized view of all official filings and legal records tied to the organization. This is especially useful for KYB reviews, compliance checks, and due diligence processes.
Viewing & Managing Documents
Documents are organized in both table view and card view which includes additional details:
- File Name
- Document Type (e.g., Registration, Initial Filing)
- Filing State
- Filing Date
- Ordered & Received Dates
- Verification Status (e.g., Verified, In Review, Rejected)
You can:
- View documents inline
- Download files
- Filter by status or use the search bar
- Switch between views (list or card)
TIP: Use the “Actions” menu (three-dot icon) to access file-level controls.
Verification & Status Indicators
Each document includes real-time status indicators:
- SOS Verified – Matched with Secretary of State records
- In Review – Under review by internal teams or external verifiers
- Rejected – Failed validation
- New / Self Verified – Submitted but not yet validated
Sharing & Exporting
Use the Share option to:
- Send PDFs to one or more email addresses
- Copy a secure URL that links directly to the tokenized document record
This enables secure, auditable document sharing with partners, regulators, or collaborators—without needing portal access.
Token Grades
Documents may include a Token Grade, which evaluates the strength and intended use of the associated verification. Grades range from A+ (maximum validation) to C- (basic human presence check).
