Upload and Share Documents
Cake's Documents section lets you store executed agreements, certificates, and legal documents in one place, and share them directly with stakeholders without email.
Upload documents
Go to Documents → All documents.
Click + New Folder to create a folder structure (optional but recommended for organization).
Click Upload.
Choose how to add files:
Browse Files: select individual files from your desktop
Browse Folders: upload an entire folder while preserving its structure
Note: Folders with a lock icon contain system documents (like signed equity agreements). These folders cannot be deleted or renamed.
Share documents
You can share documents at the folder level or the individual document level.
Share a folder
Navigate to the folder.
Click the three dots (⋮) next to the folder you want to share.
Select Share.
Choose which stakeholders or contact groups to share with.
Confirm.
Share an individual document
Navigate to the document.
Click the three dots (⋮) next to the document.
Select Share.
Choose which stakeholders or contact groups to share with.
Confirm.
Sharing at folder level gives access to all current and future documents in that folder. Sharing at document level is useful when you only want specific people to see a single file.
What stakeholders see
Shared documents appear in the stakeholder's My Cake portal under their Documents section. They can view and download documents from there.