Upload Directly
This is useful for files you already have, like existing templates or models from your firm.
Save from a Chat or Deal
As you work, you can push files from any Chat or Deal into the Library.
The file is now available for all future Chats and Deals.
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