How to Create a Deal Folder and Upload a Submission in Vera

How to Create a Deal Folder and Upload a Submission in Vera

Managing deal documents can be a hassle without a structured system in place. Whether you’re handling due diligence, compliance reviews, or vendor submissions, having an organized workflow is essential. In this guide, we’ll walk you through how to create a deal folder and upload your submission in Vera.

Why Organizing Your Deals Matters

Keeping deal documents structured ensures:
✅ Faster access to important files
✅ Streamlined collaboration with stakeholders
✅ Improved security and compliance

Steps to Create a Deal Folder in Vera

1. Log into Vera – Access your dashboard.
2. Create a New Deal Folder – Name it according to your project or client.
3. Set Permissions – Define access levels for your team.

Uploading a Submission

1. Navigate to Your Deal Folder – Open the relevant folder.
2. Click on ‘Upload Submission’ – Select your files.
3. Review & Confirm – Ensure all necessary documents are uploaded correctly.

Streamline Your Document Management with Vera

By following these simple steps, you can keep your deals organized and submissions secure. Vera makes it easy to manage documents efficiently while maintaining compliance.

Try Vera today to simplify your deal management process!