User Guide

Account

How do I add additional emails to my User Profile/Account?
You can add more than one email address to your PaperOS account from your user profile. This is useful if you want to associate multiple emails with a single account.
How do I add partners to my account?
How do I change my PaperOS password?
Listed below are the steps about how to change your password.
How do I change my email address?
To change your account’s email, follow the steps below.
How do I manage users on my Workspace?
Adding or removing users on your account is quick and simple. Listed below are the steps about how to do that.
How will I be billed for my subscription?

How PaperOS protects your data
An overview of how PaperOS secures, hosts, and controls access to your legal and financial data.
How can I check what payment method is on file?
To check what payment method is on file: Log into PaperOS, select the relevant Entity Workspace and navigate to the Account > Billing.
How do I terminate my subscription or account?
How do I view past payments?
Listed below are the steps to viewing your payment history.

Cancel or downgrade your subscription
How to cancel or move to a lower PaperOs plan, and what to expect.
Understanding Partner-Service and State Filing Fees
Why some charges are separate from your subscription, and what they cover.
Update Your Payment Method and View Invoices
How to change your card on file and find your PaperOS invoices.

Edit and Merge Shared Reports
Edit a shared report and merge reports together in the reports view.
How do I find documents in my file cabinet?
How do I format my own custom documents on PaperOS?
Learn how to format your own custom documents using our software
How do I insert signature tokens on a custom document?
Learn how to insert signature tokens into your custom documents to be used on PaperOS.
How do I organize or view my documents?
We have worked to organize your workspace and documents for you and your team's convenience.
Send a Custom Agreement
Send a custom agreement on your PaperOS account.
Set up a data room and control document access
Create a secure data room and manage who can view or download your documents.
Using the Capitalization Table View
Open and ready your company's cap table in PaperOS

Get started with PaperOS: set up your workspace and invite your team
Set up your PaperOS workspace, add your entity, and invite teammates in a few steps.
How to Get Started in PaperOS
An introduction into how to get started, setup your workspace, invite and onboard your team, and create new accounts.
Migrate your cap table from a spreadsheet or another provider
How to bring an existing cap table into PaperOS cleanly.
Roles & permissions: who can see and do what
Understand PaperOS roles and how to control access in your workspace.

Compliance and Certifications (SOC 2, etc.)
PaperOS's security and compliance position for diligence and procurement.
Data Export, Retention, and Deletion
How to export your data and what happens to it when you leave.
How to set up two-factor authentication
Add a second layer of security to your PaperOS account.

I filed or generated the wrong document — how to void or amend
What to do if a generated or signed documents needs to be corrected.
Login, SSO, and Access Issues
What to do when you can't login or can't access your workspace.
My Cap Table total looks wrong — how to reconcile
Steps to find and fix discrepancies in your cap table.
My e-signature request didn't send or bounced — what to check
Fix the most common reasons an e-signature request fails to reach a signer.
Why isn't my document or workflow generating
Quick checks to fix a workflow or document that won't generate.

Can I skip or bypass tasks?
How do I edit a document in PaperOS?
Listed below are the steps for how to edit a document in PaperOS.
How do I redline documents in PaperOS?
How to use the PaperOS Redline and Revisions feature for your documents.
In what order should the workflows be completed?
Some tips into what order to complete your workflows.
Manager multiple workspaces or entities under one account
Work across several companies or funds from a single PaperOs login.
Why is there an error when trying to submit a task?

Common Issues and Their Solutions
An introduction into some of the most common issues you may encounter and how to prevent or fix them.
How do I access my K-1's?
Where to find your K-1 tax documents as a fund investor on PaperOS.
How do I update my company name on a PaperOS Workspace?
Use our Workflow to update your company's name.