Files in your Library can be imported into any Chat or Deal.
Importing Files
Open a Chat or Deal
Start a new Chat or open an existing Deal.
Find the Import button
Look for the Import from Library button on the bottom-right side of the Data Room.
Select your file
Choose the file you want to use.
Start working
The file loads into your Data Room, ready for Apers to use.
What You Can Import
Anything stored in your Library:
- Financial models
- Word document templates
- Market assumptions
- Previous deal files
- Any other saved documents
How Apers Uses Imported Files
Once imported, Apers can:
- Read and understand the file
- Use it as a starting template
- Reference its data or assumptions
- Modify it based on your instructions
Imported files work just like any other file in your Data Room. Apers treats them the same way.
Exporting Files to the Library
You can also save files from any Deal back to your Library for future reuse.
Open your Deal
Navigate to the Deal containing the file you want to save.
Find the file in the Data Room
Locate the file in the right-side Data Room panel.
Click the triple-dot icon
Click the ⋮ icon on the file.
Select Save to Library
Click Save to Library. The file is now available in your Library for use in other Deals.
Export your best models, templates, and research files to the Library so you can reuse them across future deals.
