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Can I attach term sheet/documents to the deal memo?
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Yes, to do so: • Go to Fundraising > Deals > Deal Memos and open or add the Deal Memo of the organization you search for.  • Open the progress bar tasks of the Deal memo by clicking an arrow point down with "See tasks" on the bottom right-hand side of the progress bar.  • You can attach any type of document by clicking Attach a term sheet document.  Arcade Video tutorial with the answer: https://app.arcade.software/share/cz9A1hPRW6YHDRiUT9ft
1 reply
Yes, to do so:
  • Go to Fundraising > Deals > Deal Memos and open or add the Deal Memo of the organization you search for. 
  • Open the progress bar tasks of the Deal memo by clicking an arrow point down with "See tasks" on the bottom right-hand side of the progress bar. 
  • You can attach any type of document by clicking Attach a term sheet document. 

Arcade Video tutorial with the answer: https://app.arcade.software/share/cz9A1hPRW6YHDRiUT9ft

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