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:
Navigate to the Draw Documents tab within your deal or draw.
Select one or more files you wish to share.
Click the Share option and choose the recipient (e.g., borrower, lender).
Confirm the sharing action.
Shared files will now be visible to the selected recipient.
You can see which files have been uploaded by you versus those shared with you.
Creating and Managing Folders
Step-by-Step Instructions:
In the Draw Documents tab, click Create Folder to add a new folder.
Move files into folders by selecting files and choosing the Move action.
To share an entire folder:
Select the folder and use the Share option.
All contents of the folder will be shared with the selected recipient.
Recipients will see the shared folder and its contents upon refreshing their view.
Bulk Actions: Deleting, Downloading, and Moving Files
Step-by-Step Instructions:
Use the checkboxes to select multiple files or folders.
Available bulk actions include:
Delete: Remove selected files or folders.
Download as ZIP: Download all selected files or the contents of a folder as a single ZIP file.
Move: Relocate files to another folder.
Revoke Access/Share: Manage sharing permissions for multiple files at once.
Managing File Visibility and Single File Actions
Step-by-Step Instructions:
For each file, you can:
View: Open the file in the viewer.
Rename: Change the file name.
Delete: Remove the file.
Manage Sharing: Adjust sharing permissions directly from the file viewer.
Associate with Type: Tag or categorize the file as needed.
The file viewer provides a streamlined experience for managing individual file actions and sharing.
FAQ
What enhancements have been made to the Draw Documents tab?
The Draw Documents tab now matches the functionality of the Deal Documents tab, allowing users to share files, create and manage folders, control file visibility, and perform bulk actions.
Can I share files with both internal and external parties?
Yes, you can share files or folders with borrowers. By default, all files are already shared with all Lenders in your Group.
What happens if I share a folder?
All files within the folder are shared with the selected recipient(s).
Can I download multiple files at once?
Yes, select multiple files or a folder and use the “Download as ZIP” option.
How do I know who uploaded or shared a file?
The Draw Documents tab displays the uploader’s username and indicates whether a file was shared or uploaded.
Can I revoke access to a file or folder after sharing?
Yes, use the bulk or single file actions to revoke sharing permissions.
Are these features available for both the Draw and Deal Documents tabs?
Yes, the Draw Documents tab now has feature parity with the Deal Documents tab.
How can I share files from the Draw Documents tab?
To share files, navigate to the Draw Documents tab, select the files you wish to share, click the Share option, choose the recipient, and confirm the sharing action.
Can I create folders in the Draw Documents tab?
Yes, you can create folders by clicking the Create Folder option in the Draw Documents tab.
What bulk actions can I perform on files in the Draw Documents tab?
You can delete, download as a ZIP, move files, and manage sharing permissions for multiple files at once.
Is it possible to manage file visibility for individual files?
Yes, you can manage file visibility by viewing, renaming, deleting, and adjusting sharing permissions directly from the file viewer.