When a file lives on your computer rather than a connected drive, you can upload it straight into a Deal Room. This is the quickest way to add a one-off file like a PDF, a deck, or an image.
ℹ️ To add a file from Google Drive or SharePoint instead, see Add content from Google Drive or SharePoint.
Step 1: Open the upload window
- In your Deal Room, click + Content or + Add content.
- Under Or add existing, click Upload.
Step 2: Add your file
- In the Upload files to Deal Room window, drag your file into the box, or click Browse to pick it from your computer.
- The file uploads and is added to the room.
Supported files and limits
| Detail | What is supported |
|---|---|
| File types | PDF, PowerPoint, Word, images, and videos. |
| Max size | 2.0 GB per file. |
💡 Pro Tip: For a file your team will reuse across many deals, sync it from a drive instead of uploading it each time. See Add content from Google Drive or SharePoint.
Best practices
| Best practice | Why it helps |
|---|---|
| Upload for one-off files | Best for a file that is specific to this deal and not on a shared drive. |
| Check the file opens cleanly | Preview the room to confirm the buyer can view what you uploaded. |
| Use a clear file name | The name may show to the buyer, so keep it professional. |