Document management for companies

How to share documents with a deal room

1. Sending via Application discussion

The fastest way for the company to share any documents, would be through the application discussion. 

2. Adding to Data room

If the deal room has created a data room and shared it with you, you can add documents to the data room by opening the application, navigating to the Documents tab and adding documents to the “Data room documents” section.

3. Uploading documents to the application form

To add documents to your application, choose to update your application. Application forms usually include various file upload types of questions that allow you to provide specific documents for the deal room. There might also be a question that allows uploading additional files of your choice.

How to see documents shared by the deal room

1. The company application view has a documents tab, where documents shared by the deal room appear. You might find different types of documents there.

2. Application documents are documents that are added to your application by the deal room.

3. If the deal room has created a data room and shared it with you, then both the deal room and the company can share documents in the data room and those documents will be available in the Data room documents section.

4. Documents shared by the deal room with a wider group of their applicants will be available in the Deal room documents section.

5. If there’s a funding round between your company and the deal room, then the deal room can add documents also as funding round documents.

Updated on: 23/04/2026