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Documents

Versions and acknowledgements

Replace a document without losing history, and collect proof that each client read the version they agreed to.

  • Updated
  • For managers

Who can do this: Owners, admins and managers

Upload a new version

  1. Open the document and choose to upload a new version.
  2. Select the file. It becomes version 2, 3 and so on.
  • Settings such as visibility, folder, category and expiry stay identical across versions.
  • Clients see only the latest version. Your team can download every earlier version.
  • Nothing is overwritten, so you can always show what a client saw at a given time.

Acknowledgements

Turn on requires acknowledgement for documents the client must confirm, such as the investment memorandum or the risk disclosure, and write the acknowledgement text. A client confirms in the portal, and the button unlocks after a short minimum reading time.

Each acknowledgement records who confirmed, for which client, the document version and its fingerprint (SHA-256), the time, the network address and the browser. These records can be added to and never changed.

Important: A new version needs a new acknowledgement. Clients who confirmed version 1 are asked again for version 2.

In place of an e-signature

EasyHaus uses acknowledgements instead of electronic signatures. If you need a signed paper, collect it outside EasyHaus and upload the signed PDF to the order or client. E-signature integrations are not available yet.

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