Every file you upload to Lev appears in All Files , your personal view of your company's shared file library. From there, you choose how the file should be used: keep it private to yourself, make it visible to your company, attach it to one or more Deals, or add it to a Vault for external sharing. Files uploaded anywhere—All Files, a Deal, or a Vault—always remain accessible through All Files so you can move or reuse them later.

Upload files to All Files, Deals, or Vaults with different sharing permissions and access levels.

Upload Files

Files can be added to a Deal by uploading them directly to the Deal, adding existing files from All Files, or adding the same file to multiple Deals. Files added to a Deal remain internal to your team until you share them through a Vault.

Learn how to add files to deals through upload, existing files, or multiple deal attachment.

Add Files to a Deal

Files added to a Vault become visible to external recipients who have access to that Vault. You can add files that are already on the Deal or upload new files directly into the Vault.

Learn how to add, remove, and upload files in vaults for external sharing.

Add or Remove Files in a Vault

Lev supports folders on Deals and Vaults so you can organize your files for internal use or lender-facing presentation. The Files page does not support folders, since files can belong to multiple Deals.

Use folders on Deals and Vaults to organize files for internal use or lender presentation.

Organize Files

The Files page allows you to quickly locate files across your entire company and understand where they are used.

Use file filters and dynamic folders to search and organize files across deals by type, sponsor, and extension.

Search & Filter Files

Update file names, replace outdated versions, or manage where files appear across Deals and Vaults. In Lev, Files are managed globally. Editing or deleting a file will make those updates in every Deal and Vault it is used in. You can remove Files from a Deal or from a Vault rather than deleting it from your central File Storage.

Rename, delete, or remove files from Deals and Vaults with global file management.