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.

   You're on the All Files page with your library visible.
2. Trigger Add to Deal

   In the file row, click Add to Deal.

   A Deal picker opens.
3. Select one or more Deals

   Check each Deal you want to attach the file to, then confirm.

   The file is added to each selected Deal and marked with corresponding Deal badges.

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.

   You see the Deal's current resources.
2. Add from All Files

   Click Add Content, then Add from All Files.

   A file picker opens, scoped to your library.
3. Search and add

   Search for the file and click Add.

   The file appears on the Deal and in All Files, with a Deal badge showing where it is used. Deal files remain internal to the Deal Team until you add them to a Vault.

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.

   You're ready to add new content to the Deal.
2. Start a document upload

   Click Add Content, then Upload Documents.

   The upload dialog opens with a dropzone and picker.
3. Select and upload files

   Click the upload area, or drag and drop files onto it.

   Files begin uploading and appear in the staging list.
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

   Files are tagged with the correct type, making them easier to find later.
5. Save

   Click Save to complete the upload.

   Uploaded files are live on the Deal.