Magna Admins
magna.so
  • Welcome to Magna
  • Product Guides
    • Magna Quickstart Guide
      • Step 1: Set Up Key Project Details
        • Step 1A: How To Edit Project Details
        • Step 1B: How To Add Project Token(s)
        • Step 1C: How To Add Admin Wallet(s)
          • How To Configure Gnosis Safe Multisig Wallet
        • Step 1D: How To Create A Vesting Contract
        • Step 1E: How To Add & Edit A Team Member
      • Step 2: Create Unlock Schedules
        • How To Edit or Delete A Schedule
      • Step 3: Complete Your Onboarding Sheet
        • How To Find The Onboarding Sheet Template
        • How To Fill Out Your Sheet
        • How To Upload Your Sheet
    • How To Add & Edit Allocations
      • Allocation Overview
      • How To Add Allocations & Stakeholders
        • Import Allocations (Bulk)
        • Create Allocation (Individual)
      • How To Edit & Delete Allocations & Stakeholders
      • How To Edit Stakeholder Email Address
      • How To Edit Stakeholder Wallet Address
      • How To Export Allocations (CSV)
      • How To Upload & Delete Allocation Documents
      • Vesting vs Unlock Schedules
    • How To Fund Allocations
      • How To Fund Claims
      • How To Fund Airdrops
      • How To Fund with Tax Withholding
      • How To Set Up Test Transaction
    • Admin Post-Fund Allocation Actions
      • How To Claim Your Tokens
    • Admin App Views
      • View Details About The Vesting Contract
      • View Your Project Dashboard
      • View All Allocations Across The Project
      • View A Single Allocation For A Stakeholder
      • View Your Audit Log
    • FAQs
  • Custom Engagements
    • Case Studies
    • Custom Claim Portal FAQs
  • Privacy & Security
    • Privacy & Terms
    • Security at Magna
    • Data Protection
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  1. Product Guides
  2. How To Add & Edit Allocations

How To Upload & Delete Allocation Documents

This is helpful for admins who would like to upload important documentation related to their allocations, such as token agreements, SAFTs, or other investment/employment documents.

PreviousHow To Export Allocations (CSV)NextVesting vs Unlock Schedules

Last updated 1 year ago

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Please see in addition to the steps below:

  1. Go to the "Allocations" tab

  2. Select the specific Allocation ID for the allocation you'd like to upload a document for

  3. Once you're in the Allocations Details page, scroll to the bottom section titled "Documents"

  4. On the right-hand side, select "Upload New Document"

To delete documents, simply follow the same instructions as above and click on the delete icon next to the document you'd like removed.

this video tutorial