Technical improvements to navigation

The Design Technology team at Carta is updating the top level navigation of our app, to benefit from the latest Ink Design System improvements.

With this architectural change, user experience will be more consistent, future design improvements will be easier, and we will be able to better support our future product roadmap.

There will be minor changes to visuals and interaction. On the visual side, the text is now bolder and more legible. On the interaction side, menu items will now open on click, instead of on hover.

Note: there is no change to menu items or to the way you get to different corners of the app. This update is unrelated to the navigational structure of our site.

For feedback, please reach out to design-technology@carta.com.

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View your subscription details

We’ve added a new subscription details page under company settings. You can now view your Carta subscription with estimated next charge, last charge, features under your plan, and pricing tiers.

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Design update

We are retiring our ancient “Your session has expired” dialog in favor of a more modern approach, similar to other financial platforms.

Customers will now be taken to the login screen once their session becomes inactive for too long. Logging back in will take customers to the same page they were previously at.

For design feedback, reach out to design@carta.com.

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Document sharing from iOS app

We’re listened to your feedback and added the ability to share and export documents for later viewing or printing. You can access these capabilities on any document viewing screen, by tapping the share button at the top right.

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Don’t have the app yet? Get it now!

Acceptance Flow - Email Screen

We have introduced a new page for users accepting a security via email. You can now check if you have an account before acceptance. We’ve further improved this process and enabled users to accept a new security with an existing Carta account.

How? You will be prompted after clicking through on the email invite.

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If the email exists, you can login and accept your new security in your Tasks.

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If you’re a new user, you can register and accept the security in Carta.

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We hope this simplifies the acceptance flow for both new and returning users. For questions or concerns, please reach out to support@carta.com

Updated IOS App

Over the next couple days, we’ll be rolling out a new update to the iOS app.

We heard your feedback from the App Store and have rebuilt our app to improve:

  • Stability and reliability
  • Sign in and registration
  • Navigation (check out the new home screen!)
  • Equity education

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You’ll be able to find our new app on the iOS App Store. As always, we welcome your feedback to feedback-mobile@carta.com.

Safer 2FA reset process

We now ask for a photo that you can take with your smartphone in just a few seconds. The new process is following best practices in security and makes the process for 2FA reset much faster and safer for our users.

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Updated password creation

We improved the process of setting up the password when account is being created. Carta now instantly shows how strong is the password and gives recommendations on how to improve it.

These improvements should keep your data safer and experience to be a bit more friendly.

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Browser support update

Carta no longer supports Internet Explorer 11. We are committed to deliver a great user experience, and we support all modern browsers.

Customers who try to access Carta through Internet Explorer will now be prompted to download Microsoft Edge, Google Chrome, and Mozilla Firefox.

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