Creating Folders and moving items

The “Documents” section in your DealTap account allows you to organize your files into folders for an easier overview. You can create folders based on client location, name, open/closed deal status, etc.

To create a folder:

  1. From the left panel select “My Documents”. On the top right corner select “New” then click on “Folder”
  2. Name your folder and click on the bottom right icon to add the folder to your account
  3. Select the documents you wish to move to the newly created folder then click the “Move” arrow on the top bar
  4. Select the applicable folder and your files will be added
  5. You can easily rename by selecting the folder and clicking on the name bar
  6. In the pop-up, type in the new name for your folder and click the save icon
  7. Click “Save” to save your work