The Files tab is where you and your buyers share documents during a deal, like product sheets, security documentation, legal documents and anything your buyer sends back. Every file sits in one place, so new stakeholders can catch up quickly and nobody has to dig through email attachments.
Who can add files
Files can be added to a Deal Room by:
Room owners and collaborators, by uploading in the Files tab
Buyers, by uploading in the Files tab or completing an action plan task that asks for a file. Files uploaded through an action plan task appear in Unfiled, ready to move into a folder.
Integrations, through GetAccept MCP or the Deal Room API
You’ll get a notification when someone uploads a file, and every upload appears in the room’s Timeline.
See File formats supported in Deal Rooms for the full list of supported file types. All files can be downloaded by participants.
Upload a file
Open the Files tab in your Deal Room.
Click Upload file and choose your file.
If the room has folders, pick the folder the file should go in.
Organize files into folders
Folders help buyers find the right file quickly, especially in rooms with many files. Buyers see the same folders as you in the published room.
All files shows every file in the room, and Unfiled shows files that aren’t in a folder. Each view shows a file count.
To create a folder, click New folder. To rename or delete it, open the folder menu.
To move files, open the file menu and select Move to folder, or select several files to move or delete them together.
When you upload, the file goes into the folder you’re viewing. From All files, Unfiled or a search, it goes into Unfiled. You can pick a different folder in the upload dialog.
Good to know:
There’s one level of folders, so a folder can’t contain another folder.
A folder must be empty before you can delete it. Deleting a folder never deletes files.
Folder names can be up to 30 characters and must be unique within the room. Names are case-sensitive.
Files added through MCP or the API land in Unfiled.
Pin important files
Pin a file to keep it at the top of the list, so buyers see it first. Pinned files stay at the top in All files and inside their folder. Room owners and collaborators can pin files. Open the file menu and select Pin file.
Find a file
Search looks across every folder in the room. Each result shows which folder the file is in.
What buyers can do
Buyers can browse and download every file, upload their own files into any folder, and move, rename or delete the files they uploaded themselves. They can’t create, rename or delete folders, or change files uploaded by other people.
See who opened your files
Each file shows how many times it has been downloaded and previewed. Open the three-dot menu on a file and select File analytics to see who accessed it and when. See File analytics overview.
Files and folders in templates
Files and folders you add to a room template are copied into every room created from it, with each file in the same folder. This works whether the room is created in GetAccept, through a CRM integration, through GetAccept MCP or through the Deal Room API. In templates, entity admins and the template owner manage folders.
Saving a room as a template or duplicating a room doesn’t copy its files. Duplicating a template keeps its files and folders.
Turn the Files tab on or off
You can show or hide the Files tab for a room in its settings, or set the default for new rooms in your template settings. See Deal Room settings overview.
Best practices
Keep it focused. Share the files that help this deal move forward, not everything you have. A shorter list is easier for buyers to act on.
Use folders to guide buyers. Name folders after what buyers are looking for, like “Security & compliance” or “Your uploads.”
Set folders up in your templates. Every new room then starts organized, with no extra work for reps.
Watch downloads. A download often means a buyer is sharing a file internally, which makes it a good moment to follow up.
Keep your files tidy. Files uploaded via the Mutual Action Plan land unfiled. Go into the files tab to rearrange them to keep things organized.