Adding other documents to an existing deal


DealTap provides the ability to add additional files to support your deal documents. The majority of file formats are accepted. Follow these steps to upload a file to your deal:

  1. Open the deal that you wish to add files to and select the “Add” icon on the top left cornerScreen Shot 2017-01-10 at 1.46.28 PM
  2. Choose “Upload File”
  3. Click “Browse” or drag the file into the window
  4. Once uploaded, select the file by checking the box next to it
  5. Click on “Add Selected”

Screen-Shot-2016-05-16-at-04.10.02