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.
![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/attach-documents-1_10ut3az.png)
Look for Documents on the left side of the pop up.
![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/attach-documents-2_1ggmwx4.png)
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:
![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/attach-documents-3_xgkww.png)
4.1. Type the filename inside the search bar.
![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/attach-documents-4_4wt37n.png)
4.2. Search for the file inside the folders dropdown.
![File inside a folder](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/image_t8urbv.png)
4.3. Search for the folder that houses files you need.
![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/image_1v635qj.png)
Click on the file or folder that you want, and click Save. You can upload multiple folders and files into a Request.
![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/image_mieubh.png)
The file should now be under Documents.
![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/attach-documents-5_si0gdh.png)
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: 29/08/2023
Thank you!