Welcome! How can we help?

How do I create a Document?

Navigate to the Deal Overview page to create a document. If there is no document created for the deal, a “Create Document” button will appear in the middle of the document table. If the deal already has documents created, you can create additional documents through the “New Document” button at the top of the document table. 

    1. Select the appropriate template to start drafting your document.



    2. Add, edit, and modify content, images, tables and more to tailor your document for your deal.

 

Previous How do I compare document versions?
Next How do I delete a Document?