Managing, Moving, and Downloading Deal Documents

Loft47 offers several ways to manage deal documents. You can email selected documents, move documents between deals, share them with outside parties, add documents to a deal by email, or download all documents associated with a deal in one ZIP file.

Grace Truong
19 steps
3 minutes

Loft47

Gmail

Email Documents to a Deal

You can email documents to your deal.

Go to **Deal > Documents**

Copy the unique deal email address.

In your email, paste or enter the deal’s unique email address in the **To** field.

Attached the Documents (files) that you want to send to the Deal.

Click **Send**

You’ll find the emailed documents in the deal’s Documents section.

Move Documents Across Deals

Moving documents from an old deal to a new one is easy! In your new deal, go to the Documents page and copy its unique deal email address.

Go back to your old deal

Click "Share" button

Paste the deal email address into the Recipient field.

Add existing Documents to the Document field

Click "Send" to send to the new deal.

System will populate a sent successful msg.

Go back to the new deal > Documents

The emailed documents from the old deal will appear in the new deal’s Documents section.

Bulk Download All Documents

Click **Download All** to request a ZIP file containing all documents associated with the deal.

Check your email for the ZIP file. Download it within **7 days**, before the download link expires.

**That’s it!** \ You now know how to email, move, and bulk download deal documents in Loft47.