When to upload manually

Not every document arrives as an email attachment. Contracts signed in person, documents downloaded from a portal, or files created outside of email can be uploaded directly to a deal's document center without going through email at all.

How to upload a document to a deal

1. Open the deal you want to add a document to

2. Click the Documents tab

3. Click Upload in the top right

4. Choose the file from your computer

5. Select a folder if needed

6. Click Upload

How to upload from the document center

1. Open the document center from the sidebar

2. Click New in the top right

3. Select Upload File

4. Choose a deal from the dropdown and folder if needed

5. Click Upload

Uploading to a folder

To upload a document to a specific folder rather than a deal, open the document center, navigate to the folder, and click New. The document will be filed inside that folder rather than attached to a specific deal. Use this for templates and reference documents that apply across multiple transactions.

File size and type limits

Tract supports all common file types including PDF, DOCX, XLSX, JPG, and PNG. If you run into an unsupported file type or size limit, contact us and we can help.