Once you have created your deal, and added disbursements, you can add the required Payee documents and optional Deal documents.
To add a document:
- From the Documents tab of the created deal, select UPLOAD DEAL DOCUMENTor UPLOAD PAYEE DOCUMENT.
Note: If you can't find your deal, try filtering the Dashboard or searching for it. To open it from the Dashboard, select the pencil icon .
The Upload Payee/Deal Document window opens.
- Select Browse to navigate to the file, and select Open, or open a File Explorer window to drag and drop the file directly to the Upload Payee/Deal Document window.
- Select the Document Type from the drop-down list, the Payee Type (if the document is a Payee Document), and select the appropriate option to either hide or display the document to the purchasing lawyer.
Note: Hiding the document will prevent it from appearing on any display or report for the other party.
- Select UPLOAD.
The document will appear in the appropriate section on the Documents tab display.
Note: Once the deal is submitted, any additional documents can be uploaded in the Documents tab as Post-Submission Documents.