Create and open working documents

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

Create a document

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

New documents start as Untitled Document. Rename a document 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 document does not open automatically, return to Library and open it from the current folder.

Use one document per durable work product. For example, 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.