How to attach a document

Created by Erik Åkerlund, Modified on Mon, 20 Feb 2023 at 02:30 PM by Erik Åkerlund

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.

When you add, find the file that should be attached.

Note  It is not possible to see if an document has been attached or not unless you click on Attached Documents.

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