There are four main sections for the file upload section-


  1. Deals already exist in Rightsline.
  2. The file is uploaded successfully.





  1. Open the deal template.

Select the Deal where pdf needs to be uploaded.

RL Deal is displayed.

2. Scroll down to the ‘File’s tab and click on  sign .

Select sign on the files tab.

On the files tab , association is selected.

3. Create new file, using Deal Upload Option

Select Deal Upload Option and Click Save.

Deal Upload Option is selected.

4. Add fields on the Upload tab.

Add Fields :

  • File Name
  • File Type
  • File (Upload file either from the below listed options)

  • Notes (if needed)

Click ‘Save’

Done message will be displayed and file will be uploaded.