Working with internal documents | DealCentre

1. In the Deal List, click the deal to which you want to add folders.
2. From the Documents menu, click Internal Documents.
3. Click Create Folder.
4. Enter the name of the folder and click Create.

You can add folders and the documents in that you have organized locally on your computer. Not the you cannot add empty folders using drag and drop. You must add empty folders individually as described in the previous section.

1. In the Deal List, click the deal to which you want to add folders.
2. From the Documents menu, click Internal Documents.
3. Click Add Document.
4. Drag and drop the folders into the dialog box.
5. Click Upload.

When you upload documents to a deal, DealCentre scans them for issues that could prevent users from viewing documents, including viruses, damage to files (corruption), third-party encryption and so on. Finding errors early means fewer headaches for you and a smoother experience for deal participants.

You can upload documents up to a maximum supported size of 15GB.

1. In the Deal List, click the deal to which you want to add documents.
2. From the Documents menu, click Internal Documents.
3. Click the folder to which you want to add documents.
4. Click Add Document.
5. Drag and drop files into the Upload Documents dialog box, or click Select Files to locate files.
6. Click Upload. As the documents are uploaded, they will be scanned for issues that may prevent users from accessing them later. These issues can include viruses, third-party passwords, damaged files and the like. If issues are found, you will be alerted. Click on the Attention Needed option on the left side of the screen to see the affected documents and the errors that were found. 
7. (Optional.) To view a document in the browser window, click on it. Click the X in the top right to exit the viewer screen.

1. In the Deal List, click the deal in which you want to move documents.
2. From the Documents menu, click Internal Documents.
3. Select the document(s) or folders(s) that you want to move. Note that you cannot move an empty folder.
4. Click Move. 
5. Select the location to which you want to move the documents or folders.
6. Select the folder.
7. Click Move.

1. In the Deal List, click the deal from which you want to delete documents.
2. From the Documents menu, click Internal Documents.
3. Select the documents you want to delete.
4. Click Delete.
5. Click Delete to confirm.

1. In the Deal List, click the deal in which you want to replace documents.
2. From the Documents menu, click Internal Documents.
3. In the Actions column of the row of the document you want to replace, click the three dots menu and select Replace.
4. Click Select.
5. Navigate to the file you want to replace the existing file and click Open. 
6. Click Replace.

1. In the Deal List, click the deal to in which you want to rename documents.
2. From the Documents menu, click Internal Documents.
3. In the Actions column of the row of the document you want to rename, click the three dots menu and select Rename.
4. Enter the new name and click Rename.