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Documentation Index

Fetch the complete documentation index at: https://docs.commenda.io/llms.txt

Use this file to discover all available pages before exploring further.

Commenda provides a centralized document repository — the Drive — for all your business files: formation documents, tax filings, contracts, certificates, and more. Every entity you create gets a pre-built folder structure so documents land in the right place automatically.

What you can do

Browse the drive

Navigate your entity and company-level folder tree to find any document.

Organize with tags

Tag files with fiscal year, period, jurisdiction, and document type to filter and search.

Collect information securely

Send structured forms to collect data and documents from stakeholders.

Generate from templates

Produce standardized documents with automatic data filling.

Where documents live

Every entity in Commenda has a pre-provisioned folder structure organized around how you actually work:
  • General — miscellaneous files that don’t fit elsewhere
  • Corporate Governance — formation documents, key persons, registrations and licenses, board and shareholder records, notices
  • Filings & Tax Compliance — direct tax, indirect tax, transfer pricing, entity compliance, payroll and employment, customs and trade
  • Bookkeeping & Financial Reporting — financial statements and supporting ledgers
  • Service Delivery — documents exchanged during a service request
You can also create your own custom folders anywhere in the tree.

Uploading files

You can upload files from several places throughout the platform:
  • Drive view — navigate to any folder and upload directly
  • Entity documents tab — go to an entity and click the Documents tab
  • Service requests — upload files related to a specific engagement
  • Compliance items — attach filed documents for your records
Commenda supports all common business document formats: PDF, Microsoft Office files, images, and CSV/data files.

Tagging and filtering

Files in the drive can be tagged with explicit metadata such as fiscal year, period (quarter, month), jurisdiction, tax type, and document type. Tags power the drive’s filter bar so you can narrow large folders to just the files you need — for example, every Q2 FY2025 indirect-tax filing for a US entity. See Tagging and filtering documents for how tags work and how to apply them.

Searching

Use the search bar at the top of the drive to find files by name across an entire company. Results show the file, the folder it lives in, and its tags so you can jump to it in one click.

Trash and restore

Deleted files and folders move to Trash first. You can restore items from trash until they’re permanently deleted. This applies to both individual files and entire folders (including all their contents).

Access control

You can set access controls on documents to manage who can view sensitive files:
  • Private — only visible to specified team members
  • Shared — visible to your team and your advisor
  • Public — accessible to anyone with the link

Document templates

Commenda supports document templates that let you generate standardized documents with automatic data filling. Templates pull information from your entities, directors, and other records to produce completed documents. Commenda versions templates, so changes don’t affect previously generated documents.

E-signatures

Commenda integrates with DocuSign to collect electronic signatures on documents. See the eSign tool for details on sending documents for signature.