Sharing documents as a prospective customer

If the Tangible team sent you an invitation link, it signs you up and walks you through a short questionnaire about your business. After that, you land here: a checklist of the documents that help us understand your business and prepare your assessment.

The sidebar gives you three views:

• Home — the document checklist below.
• Drive — every file you've shared, in one table.
• Inbox — messages and comments from the Tangible team.

Uploading documents

Each row in the list is a document we'd like to see — for example financial statements or a business plan. Click Upload on a row to add one or more files against it. Anything that doesn't fit a row can go under Other.

• You don't have to upload everything at once. Your progress is saved automatically, and signing in later brings you straight back to this page.
• To remove a file you uploaded by mistake, hover over it and click the ×.
• The Tangible team reviews everything you share here — there's no separate "submit" step, so you're done whenever you've added what you have.

Signing back in

Use the same email you signed up with at any time — you'll land back on this page with everything you previously uploaded still in place.