When you first join Undo, you need to complete the basic setup before the workspace becomes useful.
Your onboarding flow may include:
Creating your account.
Adding your first company.
Adding shareholders to your Cap Table.
Inviting co-pilots or team members.
Organising your Data Room.
Undo shows your setup progress as a checklist, for example 2 of 5 steps completed. A step is complete when Undo has enough information to use that part of the product.
If a step is still incomplete, open it from the setup checklist and finish the missing action. For example, if Add your stakeholders is incomplete, go to the Cap Table or Stakeholders area and add the people or entities that hold equity.
When setup is complete, the dashboard becomes your main control centre for company activity, required actions, documents, funding rounds, and SEIS / EIS progress.
