Find signed NDAs and subscription agreements

By the end of this guide you'll know where Covercy One stores signed NDAs and subscription agreements, how to view and download them from the opportunity drawer, how to upload additional supporting documents to an opportunity, and who can see them once they're shared.

How signed documents are stored

When an investor completes the required steps on your investor landing page — such as signing an NDA or a subscription agreement — Covercy One automatically saves the signed document to the opportunity. You don't need to download and re-upload it. The document also appears in the holding's Document Center, organized according to that holding's storage settings.

If your opportunity requires self-accreditation, an NDA, or both before a prospect can see deal content, the NDA signed at that gate is stored with the opportunity in exactly the same way. See Require investor accreditation for how to set that gate up.

View signed documents in the opportunity drawer

Every opportunity has a Supporting Documents section in its drawer. This section lists all documents linked to the opportunity — e-signed NDAs, e-signed subscription agreements, and any files you've uploaded manually.

1. Open the fundraise and locate the investor's opportunity in your pipeline.
2. Click the opportunity to open the opportunity drawer.
3. Scroll to the Supporting Documents section. If the section is collapsed, click its header to expand it. A badge on the header shows how many documents are attached.
4. Each document row shows the filename, a type badge (, , or ), and the date it was signed or uploaded.