Everything downstream — the deal record, the disclosure checklist, the deadlines — starts with the documents you upload.
Upload
Open the deal, go to the Documents tab, and click Upload documents (next to New folder in the folder bar). In the dialog you can click to browse, or drop files & folders straight in.
On a deal with nothing in it yet you don't even need to switch tabs — the Overview tab (and an empty Timeline) show an Upload documents button that opens the same dialog.
If you're inside a subfolder when you upload, the files land in that subfolder; otherwise they land at the top of the transaction folder.
What's accepted:
- PDFs and images up to 50 MB each — including scanned documents; LetterScript OCRs them.
- CSV / Excel files up to 10 MB each.
- A batch can hold up to 25 files per upload — if you pick more, upload the extras in another round (see Plans and usage).
Click Start Upload (or Upload N files for a batch). You don't have to babysit it — Close — continue in background lets processing finish while you work elsewhere.
What the statuses mean
Each file moves through a short pipeline:
- A progress percentage while the file transfers securely.
- Analyzing — the document is being OCR'd and its facts extracted. Bigger or scanned documents take longer.
- A checkmark when it's done — extracted fields flow into the Deal record, matching forms tick off the POS disclosure checklist, and dates feed the timeline.
- Held — page limit — the document needs more pages than your free first deal has left. It's held, not lost; buying a transaction lifts the cap and it processes.
- Failed or Canceled — see Upload problems.
Organize with subfolders
The deal's transaction folder can hold subfolders (nested as deep as you like):
- New folder on the Documents tab creates one wherever you're standing; the breadcrumb at the top walks you back out.
- Move any document by dragging its row onto a folder — or onto a breadcrumb to move it back up — or with the move-to-folder action on its row; rename or delete a folder from its ⋯ menu. Deleting a folder never deletes documents — they return to the top of the transaction folder.
- Each folder row also has a chat icon for a folder-scoped assistant — see Ask the deal assistant.
Folders are organization only: extraction, the disclosure checklist, and deadlines always work across the whole deal no matter where a document is filed.
Tips for best results
- Upload the purchase agreement and any counter offers early — they anchor the deal record and the deadline derivation.
- Whole document sets are fine. You don't need to curate; LetterScript classifies each document itself.