Keep your documents organized by attaching them to a deal. You can configure this directly from Document Settings or create a document from within a deal.
Attaching a document to a deal
To attach a document to a deal:
Open the document you want to attach.
Navigate to Document Settings.
Select the Deals dropdown menu.
Select the deal you'd like to link the document to.
Once linked, the document will appear within the selected deal.
Creating a document from within a deal
You can also create a document directly from a deal. To create a document from within a deal:
Open the deal you want to add the document to.
Navigate to the Documents tab
Under Documents tab, select the + icon > New Document
