How to Attach Documents to a Request

There are two ways to attach documents to a request:
Attaching within a request
Attaching within the data room

Attaching documents within a 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.



Click on the file or folder that you want, and click Save. You can attach multiple folders and files into a Request.
The file should now be under Attachments.

Attaching Documents to a Request from the Data Room

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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Updated on: 29/07/2024