How to use Document Management

Overview

Within Document Management on the Delio platform, internal users can create new folders, add documents either to the standard pre-set folders or to custom folders that you create. 

You can also tailor the documents and folders based on the specific stage within the transaction management workflow.

This help article covers:

• Managing pre-set folders

• How to add a new folder

• How to rename a folder

• How to add a document to the deal. 

• How to move a document to a different folder

• How to rename a document in the deal

Managing pre-set folders

There are four standard pre-set folder categories within the platform: 

- ‘Deal Information' and 'Pre-Investment': accessible to all investors with visibility of the deal. 

You can upload a document and requesting a signature from investors in the 'Pre-Investment' folder, blocking them from initiating Transaction Management until they've signed the document.

- 'Committed': becomes visible to investors once they've expressed a commitment amount on a deal. Upon commitment, these documents are automatically released to the investor.

- 'Completed': becomes available to investors upon completing their transaction once Internal Users with relevant permissions confirm the completion of the transaction.

Note - If you've integrated a customised transaction management process into your platform, the folder structure may vary. Should any of the provided guidance not apply to your platform, please contact your Account Manager.

How to add a new folder

If you have additional documents that don't fit into the pre-set folder categories, you can create more.

Click the hamburger icon (≡) to open the menu. The menu opens in a left-hand sidebar.

Select My Deals which will take you to the Explore Deals screen. 

Select the deal to which you wish to add a custom folder. 

Navigate to the Documents tab within the chosen deal.

Simply select Add Folder.

A pop-up will appear, prompting you to provide a name for the folder. Click Add Folder to create it.

How to rename a folder

On the Documents tab within a deal, click on the ellipsis next to the folder you wish to rename.

From the drop-down menu, select Rename.

A pop-up will appear, prompting you to enter the new name for the folder. After renaming the folder, click the Rename Folder button to confirm the change.

How to add a document to a folder

On the document tab within a deal, click on the Upload Document button. This action will open a window allowing you to navigate through your computer files and select the file you wish to upload.

Once you've selected a file, it will be uploaded to the folder or location you chose.

How to move a document to a different folder

On the document tab within a deal, locate the document you wish to move. Click the ellipsis button next to the document.

From the dropdown menu, select Move to Folder. This will prompt a pop-up window to appear.

Click on the folder where you want to relocate the document, then click the Move button to confirm the action.

How to rename a document 

On the document tab within a deal, locate the document you wish to rename, and then click on the ellipsis button next to the document.

From the dropdown menu, select Rename. This will trigger a pop-up window to appear.

After renaming the document, click on the Rename File button to confirm the change.