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  • Overview
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Network Management
  • Manage Your Network
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Market Insights
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  • Upload Files
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  • Add or Remove Files in a Vault
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  • Rename, Delete & Remove
Lev Agent
  • Using Lev Agent
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Index
  • What is Index
  • Extracting Data into Index
  • Managing Your Index Data
Vault
  • What are Vaults
  • Impact on Deals
  • Best Practices
  • Create a Vault
  • Link Settings
  • Share a Vault Link
  • Visitor Experience
  • Set a Featured File
  • What are Checklists
  • Create & Manage Checklists
  • Request Files
  • Deal Intake Walkthrough
  • External Collaboration
Memo
  • Create a Memo
  • Upload Documents
  • Edit the Outline
  • Add & Edit Content
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Product FAQ
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    Learn

    Files

    Upload, organize, search, and manage files on deals and in Vaults.

    Updated May 2026

    Upload and organize documents on deals and in Vaults, search your library, and manage what lives where.

    More in this section
    Account & Settings
    Account setup, team permissions, and email connection.
    Deals
    Create deals, add lenders, launch outreach, and manage your pipeline.
    Lev Agent
    Use Lev Agent to ask questions, complete deal tasks, and automate workflows across your portfolio.
    Market Insights
    Access lender data, recent terms, and market intelligence.
    Live WebinarsView all →

    Join a free live session to learn Lev hands-on.

    Weekly walkthroughs with the Lev team. Deals, Vault, Memo & more.

    Updated May 2026
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