---
title: "Managing documents in a deal"
slug: "managing-documents-in-a-deal"
updated: 2026-05-28T13:17:40Z
published: 2026-05-28T13:17:40Z
canonical: "help.getbuilt.com/managing-documents-in-a-deal"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.getbuilt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing documents in a deal

### **Overview**

This article explains how to use the **Documents** tab on a deal in the Sponsored Borrower Portal. From this tab, you can upload new documents, organize them into folders, search for specific files, and take action on one or many documents at once.

> [!NOTE]
> Note:
> 
> For uploading documents specifically to a draw request, see **Step 2: Documentation** in [Requesting a draw](/construction/docs/creating-a-draw-sponsored-borrower).

---

### **Open the Documents tab**

1. At the top-left of the page, click **Portfolio**.
2. Click **View** or the **Deal Name** for the deal whose documents you want to manage.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(811).png)
3. Click the **Documents** tab or scroll down to the Documents section.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(812).png)

The Documents tab shows all documents in the deal, with columns for **Name**, **Type**, **Uploaded At**, and **Uploaded By**.

---

### **Search for a document**

Use the **Search by document name or type** field at the top of the table to find a specific document. The list filters as you type.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(838).png)

---

### **Upload a document**

1. Click **Upload** in the top-right of the Documents tab.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(826).png)
2. Select the file you want to upload from your computer.

The document appears in the deal's document list.

---

### **Create a new folder**

Organize your deal documents by creating folders.

1. Click **New folder** in the top-right of the Documents tab.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(830).png)
2. Enter a name for the folder.
3. Save the folder.

The new folder appears in the document list.

---

### **Take action on a single document**

Each document row has action icons at the right side:

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(833).png)

- **View** — Open the document in a preview window.
- **Download** — Save the document to your computer.
- **Delete** — Remove the document from the deal.

---

### **Take bulk actions on multiple documents**

1. Select the documents you want to act on by clicking the checkbox next to each. To select all documents in the deal, click the checkbox in the header row.

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(836).png)
2. The selection count appears next to the search bar (for example, **3 selected**).
3. Click the **Actions** dropdown and select one of:

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/image(839).png)
  - **View** — Open the selected documents in a preview window.
  - **Download** — Download the selected documents.
  - **Move** — Move the selected documents to a folder.
  - **Delete** — Remove the selected documents from the deal.

---

### FAQ

#### What's the difference between the deal's Documents tab and the Documentation step of a draw request?

The deal's **Documents** tab is for managing all documents related to the deal, regardless of which draw they belong to. The **Documentation** step of a draw request is where you upload and assign documents specifically for that draw's Required Documentation and Additional Requirements. See **Step 2: Documentation** in [Requesting a draw](/construction/docs/creating-a-draw-sponsored-borrower).

#### Can I download all documents in a deal at once?

Yes — click the checkbox in the header row to select all documents, then click **Actions** > **Download**.

#### Will deleting a document on the Documents tab affect a draw it's assigned to?

Yes — if a document has been assigned to a Required Documentation item on a draw, removing it from the Documents tab will also remove it from that draw's documentation. The associated requirement will return to **Missing** status.