Organisation-level files (the Files section)
The Files section lives inside your organisation’s workspace and is the right place for documents that aren’t tied to a single transaction.Uploading a file
1
Navigate to the Files section
Open your organisation in Centi and select Files from the left-hand navigation.
2
Open the Uploaded files folder
Click the Uploaded files folder row to expand it. If no files have been added yet, the folder shows an empty drop zone.
3
Upload your file
Click + Upload file in the folder header, or drag and drop a file directly onto the drop zone. Centi accepts PDF, DOCX, and XLSX files up to 10 MB each.
4
Confirm the upload
Once the upload completes, the file appears in the folder list with its display name and a timestamp. You can upload multiple files in a single session.
Renaming an uploaded file
You can rename a file after it has been uploaded, without re-uploading it. This is useful when a file was uploaded with an auto-generated or unclear name and you want it to match your internal naming convention.1
Open the file's actions menu
In any Files view (organisation, company, or stakeholder), or in the Program files section of a program’s details page, hover over the file row and click the ⋯ (more actions) button on the right.
2
Select Rename
Choose Rename from the menu. The file’s name becomes editable inline.
3
Enter the new name and confirm
Type the new name and press Enter to save, or Escape to cancel. Centi keeps the original file extension, so you only need to enter the base name.
Renaming updates the display name across every Files view where the file appears (stakeholder, company, and organisation). The underlying stored file is unchanged.
Supported file types
Deleting a file
To remove a file, expand the Uploaded files folder, hover over the file you want to delete, and click the delete icon. Deletion is permanent — Centi does not keep a version history for organisation-level files.Transaction and stakeholder attachments
When you register a transaction, Centi attach supporting documents directly to that record. These attachments stay linked to the transaction and the involved stakeholder so anyone reviewing the deal later can access the source documents without searching elsewhere. Typical transaction attachments include:- Contract notes — the formal record of a share issue or transfer
- Signed subscription agreements — investor-accepted offer documents