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Changelog
  • Overview
Deals
  • Create a Deal
  • Invite Your Team
  • Add Lenders to a Deal
  • Launch a Deal
  • Organize & View Deals
  • Outreach Tools
Network Management
  • Manage Your Network
  • Use Labels
Market Insights
  • Lender Directory
  • Recent Terms
  • Pulse Items
Files
  • Upload Files
  • Add Files to a Deal
  • Add or Remove Files in a Vault
  • Organize Files
  • Search & Filter Files
  • Rename, Delete & Remove
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
  • External Collaboration
Memo
  • Create a Memo
  • Upload Documents
  • Edit the Outline
  • Add & Edit Content
  • Add & Delete Slides
  • Format Text
  • Edit Images
  • Edit Tables
  • Handle Overflow
  • Column & Grid Layouts
  • Smart Layouts
  • Slide Styling
  • Theme Settings
  • Publish & Share
Account & Settings
  • Account Settings
  • Email Integration
Product FAQ
  • Overview
  • Getting Started
  • Deal Pipeline
  • Lender Match
  • Lender Outreach
  • Quote Matrix
  • Lev Memo
  • Lev Vault
  • Market Data
  • General
  • Capital Markets
Trust & Security
  • Trust Center
  • Security
  • Compliance
  • AI & Data Handling
  • Privacy
  • Subprocessors
  • Data Retention
  • Email Data Handling
  • Resources
  • FAQ
Learn

Files

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

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.
Market Insights
Access lender data, recent terms, and market intelligence.
Lev Memo
Polished deal memos and materials with Lev AI—in minutes.
Use with LLM
llms.txt — full site index for AI agents

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