How Do I Add Attachments to Deals/Applications?

To add attachments or files such as bank statements to Deals (or Applications), you will need to go to the Application Summary page.  

1. From the Application Summary page, locate and click on the "Attachment" tab
2. From the "Attachment" tab, locate and click on the "plus" icon to bring out the Attachment slide-out

From the attachment slide-out, you can upload files from your computer or network by either selecting the files OR dragging and dropping files into the grey area. Please remember to click on Upload to add your attachments/files to the Deal.