Document types and how to access them
Documents are files that can be uploaded to various places of the deal room. This articles outlines different document types and how to give or restrict access to them: Application & Application discussion documents Dashboard & Dashboard discussion documents (https://help.dealum.com/en/article/document-types-and-how-to-access-them-6krk6mFew readersSigning documents in the deal room
How do I sign documents that have been uploaded to Dealum? There are two options available on Dealum for signing documents — simple electronic signature and DocuSign integration. DocuSign To add a document for signing with DosuSign, please follow the steps below: Upload the document to DocuSign and set up a PowerForm with the return address https://app.dealum.com/docusigncomplete.html Upload the same document to Dealum and choose DocuSign PowerForm from the digital signing drFew readers