Create and open working documents

Working documents are editable notes inside a deal workspace. Use them for diligence notes, memo drafts, committee questions, and review checklists.

Create a note

1. Open Library.
2. Open the action menu.
3. Choose New note.
4. Start writing in the note that opens.

New notes start as Untitled Note. Rename a note from the title in the editor header or with the Rename document control.

Reopen a document

To reopen a document later, find it in Library and open it like any other library item. If a new note does not open automatically, return to Library and open it from the current folder.

Use one document per durable work product. Keep the IC memo draft separate from a diligence request list, a call note, or a quick scratchpad. This makes review history and support questions easier to follow.

If a document is unavailable

If a document says it is not available, reopen it from Library. Contact support if the same document repeatedly fails to open.