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What is Files section in Deal Room?

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Files



In this section:
  • Only Contacts can upload a document by clicking the Upload Document button.
  • Contributors can download a document by clicking the Download icon.
This section:
  • Displays the documents uploaded by Contacts in the Deal Room. 
  • Displays the uploaded public (only) documents linked with the deal on CRM.
Documents that are uploaded by Contacts in the Deal Room will be linked with the deal record on CRM. Their document records will be created in the Documents module as well.
 
Note:
In the Files section:
  • You can upload documents of all formats.
  • File upload limits depends on the subscribed CRM edition.
  • You cannot delete an uploaded document in the Deal Room.

 
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