Prepare deal files for upload

Upload the source material an analyst would use for a first underwriting view. Reia can work with a full deal package, from PDFs and spreadsheets to scans, images, and supplemental files. ## Files to include Start with the offering memorandum or broker package, rent roll, T-12 or operating statement, and any debt, capex, tax, insurance, lease, market, or supplemental files available. Use original PDFs, spreadsheets, and images when possible. Avoid screenshots of tables if you have the source spreadsheet or PDF. ## Before upload Before uploading to the Library, make sure each file opens locally, scans are readable, spreadsheet tabs are visible, file names identify the deal and document type, and duplicate files are removed unless they represent different versions. Better file names make review easier. Prefer names like `oak-view-rent-roll-2026-04.xlsx` instead of `final-v7.xlsx`. ## After upload After uploading, process files before asking document-heavy Agent questions. Processing prepares files for source review, briefs, and underwriting work. This can take time because Reia is reading more than plain text. It prepares page context, tables, spreadsheet structure, images, and review cues so the Agent can work with the file more reliably. That preparation is what makes a processed file more useful than a plain text export. The Agent can answer with better grounding when the workspace understands where a number, table, or clause came from. Use Uploads to review upload activity and add more files. Do not upload passwords, API keys, private keys, or unrelated customer data.