Managing Received Deal Files

You can manage files attached to a deal request whether you're reviewing a registration, approving it, or rejecting it. This includes accessing and downloading documents submitted by others, as well as managing your own files associated with the deal request.

Key Points:

• Submitted Files: You can view and download all documents uploaded by the submitter.
• Your Own Files: You can upload and remove documents you’ve added but cannot remove files uploaded by the submitter.

Uploading Files to a Deal Request

You can only remove files that you’ve uploaded; files uploaded by the submitter cannot be deleted.

1. In the side navigation, click Channel Command.
2. Select Deal Registrations.
3. In the deal table, find the deal you want to manage and click on the deal name.
4. From the side panel click Attachments.
5. Click browse from your device to select documents from your device.
6. Optionally, you can change the display name of the file by clicking the pencil icon next to the file name.
7. To remove a document you uploaded, click the trashcan icon next to the file.