Uploading documents to an order on a deal

You can upload documents to an order on a deal.

To upload documents to an order on a deal, 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 required deal

3.

On the left navigation menu, click Orders.

4.

On the Orders page, click View for the order for which you want to upload the documents.

5.

On the order page, in the Documents section, click Upload File or click anywhere on the Drag and drop box or upload the file.

Note: You can also drag and drop the file into the Documents section.

6.

Navigate to the required folder, select the document and click Open.

Note: 

• You can select and upload multiple documents.

• To refresh the document list, click Refresh File List .

• The following file types are supported for upload:.pdf, image, .csv, .xls, .xlsx.

The documents are uploaded successfully and displayed in the Documents section.

Note: 

• To view the uploaded document, click View.

• To download the uploaded file, on the File Viewer page, click download .

• To refresh the uploaded file, on the File Viewer page, click refresh. .

• To close the File Viewer page, click close .

• To delete the uploaded file, click the three-dots and click Delete .