Organize Files

Lev supports folders on Deals and Vaults so you can organize your files for internal use or lender-facing presentation. The Files page does not support folders, since files can belong to multiple Deals.

Folders on Deals

Use folders on a Deal or Vault to organize files. You can have as many levels of Folders as you'd like, some important things to note: 

• Folders exist only on the Deal where they are created.
• Vaults have their own folder structure for lender-facing organization.
• Folder structures do not sync across Deals or Vaults.

Create a Folder

You can create a Folder on a Deal from the Deal Resources page, or in a Vault above the Files Table. You can also create a Folder within a Folder by opening the destination Folder. 

1. Open the Deal Resources Page (For a Deal) or the Vault.
2. Click the Create Folder button.
3. Give the folder a name and click Save.

The new Folder will appear immediately.

Moving Files to a Folder

You can move a File to a Folder by clicking the ⋮ button next to the File and selecting "Move", which will show all available Folders on the opened Deal or Vault to move the file to. Opening a Folder and uploading files will also upload the Files directly to that Folder.