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Document Repository & Sharing Controls

CoopPilot provides an enterprise-grade document repository with granular access control and member sharing capabilities.

1. Cooperative Document Repository Vault​

The central Document Repository holds official legal documents, financial reports, assembly minutes, and audit filings:

  • Supported File Types: PDF, DOCX, XLSX, PNG, JPG (up to 50MB per file).
  • Categorization: Tag documents by category (Statutes, Financial Reports, Audit Filings, Member Letters).
  • Audit Encryption: Files are encrypted at rest (AES-256) in EU datacenters (Frankfurt am Main).

Document Repository​

2. Sharing Documents to Individual Members​

Coop-Admins can share confidential or member-specific documents (e.g. Personal Tax Certificates, Individual Dividend Statements):

  1. Navigate to Document Repository > Upload Document.
  2. Select target visibility: Individual Member.
  3. Search and select the recipient member.
  4. Set optional access expiration dates and download permissions.
  5. The member receives a notification and secure access link in their private Member Portal.

sharing to members

3. Sharing Documents to Member Groups & Roles​

For general publications or committee work, documents can be broadcast to predefined groups:

  • Target Audience Options:
    • All Verified Members: Public cooperative statutes, annual assembly invitations, quarterly newsletters.
    • Board & Supervisory Board: Confidential audit reports, strategic planning files.
    • Auditors Only: Financial ledgers and bank statements for active audits.
    • Custom Member Groups: Regional chapters or working groups.
  • Group members instantly see shared files under Shared Documents in their workspace.