To share any general documents or resources with your deal room members, you can upload them to your deal room’s documents section. You can choose which member groups can see or edit documents in member groups setup.
To share any documents that are related to a specific company, you can attach them to that company’s application as internal documents. That way, they would be visible to all deal room members who have access to the company application. Internal documents you add to a company application are not visible to the company.
If you need to share any funding round related documents, you can upload them as funding round documents. You can add funding round documents only when there is a funding round connected to the company application. In case of funding round documents, you can choose for each document whether it is internal or shared with the company.
How can I get documents that I upload to Dealum signed?
You can do it using our DocuSign integration. When you’re uploading a document that needs signing, choose DocuSign PowerForm from the digital signing dropdown. You have to upload the same document to DocuSign as well, copy the PowerForm id and add it to Dealum to the ‘DocuSign PowerForm id’ field.
Any documents you upload to Dealum can be organized into folders and sub-folders.
The file size limit for documents you can upload to Dealum is 25MB.
Updated on: 13 / 06 / 2021