Once an external agent has accepted their Deal Room access, you can share documents with them seamlessly using the 'Share Documents' button inside the relevant folder.
Video Tutorial:
Step-by-Step Guide:
1: Open the Deal Room Folder
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Click into the folder where you want to share documents.
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Example: If sharing disclosures, you'll need to copy them into that deal room folder first.
2: Copy Disclosures into Deal Room
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Click 'Copy' to open the copy modal.
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Select the disclosures you wish to pull into this deal room.
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Click 'Add Documents' to complete.
3: Share Documents with Deal Room Agent
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Click the 'Share Documents' button.
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Select the documents you wish to share.
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Click 'Share with Deal Room' give the other agent access to these documents.
- They'll receive an email notification with the file names, and the docs will automatically appear in their view of the Deal Room.
4: Confirmation of Sharing
- Look for the small green envelope icon next to the documents to confirm they have been sent.
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Next Lesson — Counter, Amend, or Terminate in a Deal Room →
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