Add Files to a Deal

Files can be added to a Deal by uploading them directly to the Deal, adding existing files from All Files, or adding the same file to multiple Deals. Files added to a Deal remain internal to your team until you share them through a Vault.

Add Files from All Files

Use this method to attach an existing file to one or more Deals.

1. Open Files - Click Files in the sidebar to open the library.
2. Trigger Add to Deal - In the file row, click Add to Deal.
3. Select one or more Deals - Check each Deal you want to attach the file to, then confirm.

Add Files from the Deal Page

You can also add existing files to a Deal from within the Deal itself.

1. Open the Deal's Resources tab - Open the Deal and go to Resources.
2. Add from All Files - Click Add Content, then Add from All Files.
3. Search and add - Search for the file and click Add.

Upload Files Directly to a Deal

This is the fastest option when the file is Deal-specific. Files uploaded to a Deal are still accessible from the All Files page.

1. Open the Deal's Resources tab - Open the Deal and go to Resources.
2. Start a document upload - Click Add Content, then Upload Documents.
3. Select and upload files - Click the upload area, or drag and drop files onto it.
4. Categorize each document - After upload, select a Type from the dropdown to categorize each document. Common document types include:
   • Market Analysis — Market reports and comparables
   • Financial Statements — Income statements, balance sheets
   • Property Information — Surveys, photos, floor plans
   • Legal Documents — Contracts, agreements, title reports
   • Environmental Reports — Phase I/II assessments
5. Save - Click Save to complete the upload.