Uploading a document to a deal

Note: Before uploading a document, ensure that:

• Full access permission is provided to Document Management.

• Read-only or full access permission is provided to Portfolio Page & Deal Creation, Deal Overview, and Contact Management.

To upload a document, perform the following steps.

1.

At the top-left of the page, click Portfolio.

2.

On the Portfolio page, click Deal ID or View for the deal.

3.

On the left navigation menu, click Documents.

4.

On the Documents page, click Upload File.

Alternatively, you can click in the Drop Files Here or Choose a File section.

5.

On the Upload File(s) dialog box, click in the Drop Files Here or Choose a File section.

6.

Navigate to the required folder.

7.

Select the file, and click Open.

In the Upload File(s) dialog box, the document is displayed after it is successfully uploaded.

8.

Click Confirm Upload.

Note: To delete an uploaded file, click Delete .

The Documents page is displayed where the document is successfully uploaded.

Note: 

• To view the uploaded document, click . Alternatively you can click the three dots and click View Document.

• To download the upload document, click . Alternatively you can click the three dots and click Download.

• To print the uploaded document, click .

• To close the File Viewer page, click .