How do I upload documents from NetDocuments?

This is for users who wish to upload documents from NetDocuments.

Make sure to add NetDocuments to your project. See How do I add NetDocuments to my project? to learn more about adding NetDocuments to your project.

To upload documents in bulk from NetDocuments:

  • Click "Upload Multiple Documents".
  • Click " From NetDocuments".
  • Select files to upload to dealcloser.
Select files to upload to dealcloser.
  • Click " Use Selected Files".
  • Click "Upload All".

Documents uploaded from NetDocuments to dealcloser will now be linked between the two platforms. If a change occurs in one platform, dealcloser will detect this and ask if you want to update the other platform.

To upload one document at a time:

  • Click "Add Row" or "+" on the left-hand side when hovering over any row.
  • Click "Document".

See How do I rename documents? to learn more about renaming a document.

  • Click "Upload File".
  • Click "From NetDocuments".

Click "From NetDocuments".

  • Select the file to upload to dealcloser.
  • Click "Add to dealcloser".