Use deal workspace sheets

Sheets keep multiple workspace arrangements inside the same deal.

Use sheets when you want separate views for different workflows, such as source review, underwriting review, memo drafting, or Graph tracing.

This makes a single deal workspace feel like an active underwriting environment rather than a fixed page.

Sheet actions

Common sheet actions include New sheet, Previous sheet, Next sheet, All sheets, Rename, and Delete.

Use them to create another sheet, move between sheets, open the sheet list, rename a sheet from the tab menu, or remove a sheet when more than one sheet exists.

You can drag sheet tabs to reorder them. Reia keeps the active sheet in view as you work, so each sheet can hold a different arrangement without changing the underlying deal.

Deleting sheets

Deleting a sheet removes that sheet layout, not the deal itself. Keep at least one sheet in each deal workspace.