How do I attach documents to a request? Where are documents stored?
There are two ways to attach a document to a request. This article will walk you through how to either attach an existing document from your data room or upload a new document directly to the request.
If the document already exists inside your DealRoom:
Inside your Room, click on a request.
Click the plus sign next to Attachments on the left side of the pop up.
Another pop up will open. You can upload a single document or the whole folder through the following:
Type the filename inside the search bar.
Search for the file inside the folders dropdown.
You'll have the option to select a single file, multiple files and/or a folder. Once you make your selection, select Save.
The file should now be under Attachments.
Attaching Documents to a Request from the Data Room
Open the request where you want to attach the document.
Upload the document by either: Clicking the Upload button or dragging the document into the attachment area (an upload window will appear).
Confirm the folder location where the document will be stored in your data room, then click Next.
For an ideal setup, we recommend that your worklist mirrors the structure of your data room. When it does, the platform will automatically suggest placing uploaded documents in the corresponding folder.
Set the document permissions in the next window. (You can only adjust permissions if the group has access to the folder.)
If you are an admin, select Notify to alert all groups about the new upload.
Click Upload to complete. A confirmation pop-up will appear in the lower right corner once the upload is successful.
If you need any further assistance or have additional questions, please don't hesitate to reach out to our support team.
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If the document already exists inside your DealRoom:
Inside your Room, click on a request.
Click the plus sign next to Attachments on the left side of the pop up.
Another pop up will open. You can upload a single document or the whole folder through the following:
Type the filename inside the search bar.
Search for the file inside the folders dropdown.
You'll have the option to select a single file, multiple files and/or a folder. Once you make your selection, select Save.
The file should now be under Attachments.
Attaching Documents to a Request from the Data Room
Open the request where you want to attach the document.
Upload the document by either: Clicking the Upload button or dragging the document into the attachment area (an upload window will appear).
Confirm the folder location where the document will be stored in your data room, then click Next.
For an ideal setup, we recommend that your worklist mirrors the structure of your data room. When it does, the platform will automatically suggest placing uploaded documents in the corresponding folder.
Set the document permissions in the next window. (You can only adjust permissions if the group has access to the folder.)
If you are an admin, select Notify to alert all groups about the new upload.
Click Upload to complete. A confirmation pop-up will appear in the lower right corner once the upload is successful.
If you need any further assistance or have additional questions, please don't hesitate to reach out to our support team.
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Why can’t I download a document? Why is my document being converted to a PDF?
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How do I renumber or reorder files in the Data Room?
Updated on: 19/06/2025
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