Lev supports folders on Deals and Vaults so you can organize your files for internal use or lender-facing presentation. The Files page does not support folders, since files can belong to multiple Deals.
Folders on Deals
Use folders on a Deal or Vault to organize files. You can have as many levels of Folders as you'd like, some important things to note:
- Folders exist only on the Deal where they are created.
- Vaults have their own folder structure for lender-facing organization. Creating a folder in a Vault does not create the folder in your Deal or any other Vault on the Deal.
- Folder structures do not sync across Deals or Vaults.
Create a Folder
You can create a Folder on a Deal from the Deal Resources page, or in a Vault above the Files Table. You can also create a Folder within a Folder by opening the destination Folder first.
- Open the Deal Resources page or the Vault
Navigate to the Deal Resources page (for a Deal) or the Vault. To nest a folder inside another, open the destination folder first.
You're in the location where the folder should live. - Click Create Folder
Click the Create Folder button above the files table.
The new folder dialog opens. - Name and save
Give the folder a name and click Save.
The new folder appears immediately.
Moving Files to a Folder
You can move a File to a Folder by clicking the ⋮ button next to the File and selecting "Move", which will show all available Folders on the opened Deal or Vault to move the file to. Opening a Folder and uploading files will also upload the Files directly to that Folder.
