Articles on: Funnel and Applications

Attaching files/documents to company applications

It is possible to attach internal documents to company applications when you open an application and navigate to the 'Documents' tab on the application. Each document is tied to a specific application you attach it to. You can attach documents as links or upload them as files. You can also organize documents into folders by entering a new or an existing folder name when adding or editing a document. Internal documents attached to a company application are visible to deal room members who have access to the specific company application and have activity access in the deal room.

Updated on: 29/11/2022

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