Overview:


The Documents tool shows all of the documents that have been uploaded in Activities in DealMaker360. From here, you can download multiple files from a Step with ease.


Features:


  1. Step: This shows the Step where the file was uploaded.
  2. Activity: This shows the activity where this file was uploaded.
  3. File: This is the name of the file.
  4. Owner: The name of the person who uploaded the file.
  5. Date Uploaded: The date the file was uploaded.
  6. Download: Download the file.
  7. Download All Files From this Step: Zips and bundles the files. Useful for downloading files to begin writing the APA or SPA.