Enhancing the Draw Documents Tab: New Features and Functionality

Overview

This article explains the recent enhancements to the Draw Documents tab, which now matches the functionality of the Deal Documents tab. Users can now share files directly from draw documents, create and manage folders, control file visibility, and perform bulk actions such as deleting or downloading files. This guide is intended for anyone managing draw documentation and covers: Sharing Files, Folder Management, Bulk Actions, and File Visibility.

Sharing Files from the Draw Documents Tab

Step-by-Step Instructions:

1. Navigate to the Draw Documents tab within your deal or draw.

2. Select one or more files you wish to share.

3. Click the Share option and choose the recipient (e.g., borrower, lender).

4. Confirm the sharing action.

   1. Shared files will now be visible to the selected recipient.

   2. You can see which files have been uploaded by you versus those shared with you.

Creating and Managing Folders

Step-by-Step Instructions:

1. In the Draw Documents tab, click Create Folder to add a new folder.

2. Move files into folders by selecting files and choosing the Move action.

3. To share an entire folder:

   1. Select the folder and use the Share option.

   2. All contents of the folder will be shared with the selected recipient.

4. Recipients will see the shared folder and its contents upon refreshing their view.

   

   

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   Bulk Actions: Deleting, Downloading, and Moving Files

   Step-by-Step Instructions:

   1. Use the checkboxes to select multiple files or folders.

   2. Available bulk actions include:

      1. Delete: Remove selected files or folders.

      2. Download as ZIP: Download all selected files or the contents of a folder as a single ZIP file.

      3. Move: Relocate files to another folder.

      4. Revoke Access/Share: Manage sharing permissions for multiple files at once.

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   Managing File Visibility and Single File Actions

   Step-by-Step Instructions:

   1. For each file, you can:

      1. View: Open the file in the viewer.

      2. Rename: Change the file name.

      3. Delete: Remove the file.

      4. Manage Sharing: Adjust sharing permissions directly from the file viewer.

      5. Associate with Type: Tag or categorize the file as needed.

   2. The file viewer provides a streamlined experience for managing individual file actions and sharing.