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.
- Go to Files.
- In the file row, click Add to Deal.
- Select one or more Deals.
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.
- Open the Deal.
- Go to Resources.
- Click Add Content, then Add from All Files.
- Search for the file and add it.
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 will still be accessible from the All Files page.
- Open the Deal and go to Resources.
- Click Add Content, then Upload Documents.
- Click the upload area or drag and drop your files.
- After upload, select a Type from the dropdown to categorize each document.
- Click Save to complete the upload.
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
Selecting the correct document type helps organize your files and makes them easier to find later. You can drag and drop files directly onto the upload area for faster uploading.