How to migrate files from DealTap1.0 to DealTap 2.0?

Important Announcement: DealTap 1.0 will no longer be available as of Jan 1st 2017. To learn more, please visit our blog.

If you have an existing 1.0 account, your clauses and contacts will be migrated into your DealTap 2.0 account. However, your other 1.0 files will not. To migrate files from your 1.0 account to DealTap 2.0, follow these simple steps:

  1. Open your existing deal in DealTap 1.0, click Share, and Export PDF to export your deal from 1.0 as a PDF documentScreen Shot 2016-07-05 at 9.15.19 PM
  2. Log in to DealTap 2.0 and select the paperclip icon to upload your PDF documentScreen Shot 2016-07-05 at 9.17.29 PMScreen Shot 2016-07-05 at 9.19.54 PM
  3. After uploading your PDF document from 1.0 into 2.0, it will be available under the My Documents sectionScreen Shot 2016-07-05 at 9.18.12 PM

    ok-xxl Deal Tip: Only one document can be uploaded into your account at a time