Uploading Files

Overview⁠

Every file you upload to Lev appears in All Files, your personal view of your company’s shared file library. From there, you choose how the file should be used: keep it private to yourself, make it visible to your company, attach it to one or more Deals, or add it to a Vault for external sharing. Files uploaded anywhere—All Files, a Deal, or a Vault—always remain accessible through All Files so you can move or reuse them later.

Upload to All Files (Shared or Private)

Upload to All Files when you want to store a file in your library without immediately attaching it to a Deal. After uploading, you choose whether the file is visible to your company or private to you.

1. Under the Files menu in the Sidebar, Go to Shared Files or Private Files.
2. Click Add Content, then Upload File.
3. Select a file from your computer or drag and drop.
4. Click Save.

After upload, the file appears in All Files. Shared files are visible to everyone in your company; private files are visible only to you. You can attach the file to any Deal or add it to a Vault at any time.

Upload Directly to a Deal

Upload to a Deal when the file should appear immediately in the Deal’s Resources section and be accessible to the Deal Team.

1. Open the Deal.
2. Go to Resources.
3. Click Add Content, then Upload File.
4. Select a file from your computer or drag and drop.
5. Click Save. 

The file appears on the Deal and in All Files, with a Deal badge showing where it is used. Deal files remain internal to the Deal Team until you add them to a Vault.

Upload Directly to a Vault

Uploading a file inside a Vault adds it to All Files, attaches it to the Deal, and gives access to anybody you've shared that Vault with immediately. This is the most direct way to make a file available externally.

For more details, see Adding Files to a Vault.