Viewing documents | DealCentre

Applies to: Advisors and sellers
 

You can view documents that have been uploaded to the deal in the browser.

The following document types can be opened:

• PDF formats: PDF
• Microsoft Office: DOC, .DOCX, XLS, XLSX, PPT and PPTX
• CAD formats: DWG, DWF, DXF, DGN
• Document formats: TXT
• Image formats: BMP, JPG,and PNG 

If you try to open an other type of file, a message is displayed and you will need to download the file and open it locally.

How to view documents

1. From the Deals list, click the deal for which you want to view documents.
2. From the Documents menu, select the area where your document is located.
3. Navigate to the document that you want to view or use Search or Filter to locate it. Search searches by file or folder name, index number, or the added by name. Filter lets you filter the list of documents and folders by when the document was added or modified.

4. Click the document name to open it in the online viewer. If you are opening a password protected document, you will be asked to enter the password.

   The viewer has the following icons:

   • Documents toggle - Lets you show or hide the list of documents.
   • Search - Displays the search panel for searching the document. The search results are listed in the left panel. Click a result to navigate to that location in the document. 
   • Quick Access Panel toggle - When selected, visually displays the pages so you can scroll through them and click the page you want to view.
   • View Controls - Lets you select how to transition pages, the page orientation and layout.
   • Scroll Document - Lets you scroll through the document.
   • Select - Let's you select text and copy it to the clipboard. 
   • Zoom In - Makes the page larger so you can magnify the page.
   • Zoom Out - Makes the page small so you can see more of the page.
   • Fit to page - Let's you increase or decrease the page size. 
   • Download - Downloads the document
   • Redaction toggle - Let's you redact the document based on AI recommendations or by manually selecting items to redact.
5. Click the "X" in the upper right corner to exit the viewer.

How to download documents

You can download an individual document or documents in bulk up to 1GB. Your buyer or seller group must be permissioned to allow bulk download.

1. In the Deal List, click the deal from which you want to download documents.
2. From the Documents menu, click the area containing the documents you want to download.
3. To download an individual document, In the Actions column of the document you want to download, click the download icon.
4. To download more than one document, select the documents, from the three dots menu in the menu bar, select Download.

How to export the document list

You can export a list of documents to which you have access. You can export the list from the internal, preparation, and diligence areas if your role has access to them. The export Microsoft Excel spreadsheet will have a separate tab for each area listing the documents you can access.

1. From the Deals list, click the deal for which you want to view documents.
2. From the Documents menu, select an area.
3. From the three dots menu, click Export Document List.