Note: This article has been updated to reflect recent changes in the software. Please review the new information to stay up to date with the latest features and improvements.
Step-by-Step Instructions:
STEP 1. Navigate to the Capital Raise and click Deal Room.
STEP 2. Click the + Add New button on the bottom of the page under Attachments & Documents.
STEP 3. Add the Title for the document that the investors will see and click Upload.
NOTE: From the Attachments page, you can also:
Change the Document order
Edit a Document name
Remove a Document
Results:
Now, your attachment can be viewed from the Deal Room under Documents!
