ℹ️ This feature is only available to sell-side users in the Deal Room.

Follow these steps to add documents to Workflow:

1. Next to any item in the first column, there will be a small 3 bar icon, click this to open the drop-down menu, and select the Add documents option.

2. Once you click the Add documents button, a pop-up window will appear, where you can choose to Browse or drag and drop the documents you wish to upload.

3. Click Save to upload your file into the same row of the Document column type in your Workflow tab.

Note: If there is no Document column type, Workflow will automatically generate one for you.


You can also upload files directly by clicking on any cell within a column that has the Document type assigned.


Did you know that you can 'Move Documents' from Workflow to the Document Index?

Did this answer your question?