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Attaching Your Documents to Deals

Sharing your data room is as simple as attaching it to your shareable deal links.

Written by Kevin Siskar

You'll connect Documents to your Deals by creating or editing a Deal on the Deals page.

You can add documents to your Deals by adding a 'Document' component in the Deal editor.



Once the component is added to the deal room, link a document by highlighting the document component, and editing the properties at the bottom left of the editor.
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Select the file that you'd like displayed in the component from the dropdown, this will list the documents that you have saved to your Finta account.


Once your documents are connected, viewers will be able to see, zoom in and download (if you've granted permission), documents from your shared Deal link.


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