Upload a Document to GEMS
Click on the Document Hub
Click Add Documents.
Click SELECT FILES.
A pop up will appear allowing you to locate the document in your files. Select the file you wish to upload and click Open.
Enter a description of your document in the Description field. Enter any additional Document Properties as desired.
Click UPLOAD & SAVE.
Your document will not appear in your Documents Hub.
Bulk Upload Documents to GEMS
We will use the following scenario to demonstrate this task: We will add three documents, the only document property that they share is the document date, July 26, 2025.
Click on Document Hub.
Click on Add Documents.
Click SELECT FILES.
A pop up will appear allowing you to locate the documents in your files. Select the files you wish to upload and click Open.
Enter the properties that are shared by all documents into the relevant fields. In this scenario, all documents share the same Document Date, so we will enter July 26, 2025.
Click NEXT.
The Add Documents - Summary Screen will appear. To edit the properties of individual documents, click the Properties icon next to the field you wish to update.
Next, you will need to connect each document to any entities they are related to. Click the EDIT icon at the end of the row of the document you want to update.
Search and add one or more entities to the Related Entity field. In this scenario, we will add Brimsdown, Inc. to the document Shareholder Rights.
Update any other properties as desired. Click UPDATE
Repeat steps 8 through 10 to update all documents. Once finished, click UPLOAD & SAVE.
Your documents will now appear in you Documents Hub.