Welcome to Shoobx!
We created this article to give you a handy roadmap of some of our most popular educational content to help you get off to a great start with Shoobx.
We hope this will be a useful first stop on your journey to successfully using Shoobx to manage your company's equity, HR, governance, financings, and more, all while collaborating seamlessly with your company's stakeholders.
- Want some information on what Shoobx is and how it works? Start with these two articles - What is Shoobx? and Navigating Shoobx.
- Curious about how Shoobx handles things like electronic signature and editing documents? These articles have the answers. They'll help you Sign Documents, Edit Documents, and Change a Workflow Owner.
- Getting ready to register your legal counsel on Shoobx? Fantastic! Counsel Involvement 101 will provide useful information on how that works.
- Wondering how you'll get things done in Shoobx? Take a look at our Product Modules page. There you'll find a collection of articles about each area of Shoobx - Financing, Equity, HR, etc. So if you're looking to understand how the Grant Shares or Options workflow works before you start it, this page is a great place to start.
- Need to share some Shoobx information with your team? Our pages for employees, investors and lawyers have what you need.
- Want some help getting your users onto Shoobx and managing their needs? You can look to these articles for guidance: Viewing and Granting User Permissions and Creating Relationships with External Companies.
- Looking to make sure your billing information is correct? Check out Adding a Credit Card for billing.