Folders
- Create a folder with New folder.
- Move files by dragging them onto a folder, or select them and choose Move to…. The Move to… dialog can also create a new folder to move them into.
- Upload a whole folder and its subfolders come with it.
- Upload a .zip and Apers unpacks it into its files and folders.
- Upload Outlook emails (.msg) and SVG images alongside your other files. Apers reads the email, and converts SVGs to PNG.
Auto-Organize Uploads
Turn on Auto-organize uploads, under the upload area of a deal’s Data Room, and Apers organizes new uploads into folders and tidies up their filenames.- It’s a per-deal setting.
- It only affects new uploads. Files already in the Data Room stay where they are.
- Turn it off to leave new uploads exactly as you name them.
Skills
A skill is a set of instructions Apers reads before working with something, such as how to drive a particular workbook or how to lay out a model the way your firm does. Apers uses the open Agent Skills format: a folder containing aSKILL.md file, plus any reference files it needs.
Where skills show up
Skills in the top level of the Data Room are grouped together in a pinned Skills Loaded row at the top of the file tree, collapsed to a count until you open it. “Loaded” means Apers has them in view while it works on the deal. In your Library, the same row reads Available Skills, since Library skills aren’t in use until you add them to a deal.Adding a skill
1
Upload a skill folder
Upload a folder (or a .zip of one) with a
SKILL.md at its top. Apers recognizes it as a skill automatically. A skill written for other tools that use the same format uploads unchanged.2
Or add a skill to a spreadsheet
Open the triple-dot menu (⋮) on an .xlsx file and choose Add Skill to write instructions for that workbook. Once it has one, the same menu item reads View Skill.
3
Or get one from the Marketplace
Many Marketplace models come with a skill that tells Apers how to use them. See Marketplace.