To provide easy reference and/or sharing with the Guarantee Issuer or Beneficiary, upload and attach relevant documents, for example, contract, proforma invoice, Guarantee text sample, etc.
All deal participants can upload documents in the "Attachments" card at any time/status.
You can attach multiple documents using drag & drop or using the browse option.
To display an attachment, click the download icon next to the attachment.
Note:
You can share the attachment with the public, internally, or specifically with the party (External) you are interested in by clicking the privacy settings from context menu
Select 'Save & Continue'.
RIVO allows a user to change the privacy of an attachment only when both of the following conditions are met:
- The user is the owner of the attachment, and
- The deal is in Edit mode.
Comments
0 comments
Please sign in to leave a comment.