How do I attach documents to a request? Where are documents stored?
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.
Look for Documents on the left side of the pop up.
Click the plus sign next to Documents.
Another pop up will open. You can upload a single document or the whole folder through the following:
4.1. Type the filename inside the search bar.
4.2. Search for the file inside the folders dropdown.
4.3. Search for the folder that houses files you need.
Click on the file or folder that you want, and click Save. You can upload multiple folders and files into a Request.
The file should now be under Documents.
If you need any further assistance or have additional questions, please don't hesitate to reach out to our support team.
Why can’t I download a document? Why is my document being converted to a PDF?
How does commenting work?
How do I renumber or reorder files in the Data Room?
Updated on: 29/08/2023