Adding Documents to your Room
After setting up your NDA, you can add your first document by clicking the "Add New Document" card of the Documents tab:
You will be presented with a window where you can click select documents from your local machine:
Rooms supports document uploads in .pdf, doc, docx, xls, or xlsx format.
Only PDF documents will be watermarked with your customers' information
Once you have picked the file, give your document a title (required) and a subtitle (optional) to provide additional information.
After clicking "Save" your document will show up as a card in the "My Room" screen:
After you’ve added your first document, you can upload others at any point by clicking "Add" on the "Add New Document" card and completing the steps above.
Once your documents are uploaded, you have the option to either Preview or Update right on the document card.
- Preview: Opens a preview of the document, including watermark, as your customers and prospects would see it.
- Edit Allows you to upload a new version of the document, change the document title and subtitle, as well as change the access levels associated with the document.
Updated over 2 years ago