How to attach a document

Created by Erik Åkerlund, Modified on Thu, 02 May 2024 at 02:13 PM by Elin Stenrud

On a specific deal part it is possible to attach a document i.e a loan agreement.


Open up the deal

Click on Attached Documents

The pop-up will show if there already are any attached documents, listing the documents.

Add (+), Remove (-) or download the attached documents.

It is possible to see if a deal has attached documents; the number of documents will be shown next to the Attached documents icon. A preview has also been implemented, so you do not need to download the document to view it. 

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