Upload Directly
1
Open the Library
Click the Library tab on the left side panel.
2
Upload your files
Drag and drop files directly into the Library.
Save from a Chat or Deal
As you work, you can push files from any Chat or Deal into the Library.1
Find your file
Locate the file in the Data Room within your Chat or Deal.
2
Click the triple-dot icon
Click the ⋮ icon next to the file name.
3
Save to Library
Click Save to Library.
This is a powerful way to capture your work. Every time you build something useful, save it to the Library for later.
What Happens After Saving
Once saved, your file appears in the Library. You and your team can:- Access it anytime from the Library tab
- Import it into any future Chat or Deal
- Use it as a starting point for new work