What is the loose documents bin?

Every deal has a loose documents bin connected to each deal. This is where documents that have not been specified to be added to a certain spot are put. Also documents that are emailed to the deal-email will also appear in this spot: (Documents emailed to a deal email should appear instantly but in some cases can take 30min for the document to appear in the bin)

1) In the middle of an open deal page on the left hand side is a "Loose Documents" bin which is connected to the deal that is currently open. Here you will find loose documents that have been emailed to this deal.

2) When the file has appeared in the bin you can then manually drag this file to the corresponding area of the needs list. You also have the choice to view the file before moving it by clicking on the magnifying glass in the bin.



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