Upload and review room files
Upload many files at once with progress per file, keep every version, preview PDFs and images, and review checklist items to Accepted or Changes requested.
Files reach the room two ways: founders upload on your portal into the folders you gave them, and your team uploads in the room. Every file is checked for viruses before anyone can open it. See File scanning and quarantine.
Upload files
- In the room, choose Upload and pick a folder, or select a folder and choose Upload here. You can also drag files onto a folder in the tree, or onto the file list of the folder you have open.
- A panel shows each file with its own progress bar. Cancel stops one file.
- If a file fails, choose Retry. Large files go up in parts, and Resume sends only the parts that didn't arrive, also after a reload, for up to 24 hours.
Accepted types: PDF, XLSX, XLS, CSV, DOCX, DOC, TXT, PPTX, PPT, PNG and JPG, up to 200 MB each and 25 files at a time. To upload into a checklist item, open the item and choose Upload files; the file goes into the item's folder and the item moves to Uploaded.
New files show Checking until the virus check is clean, usually within a minute. The room updates on its own.
Versions
Open a file and choose Upload a new version to replace it. The new upload becomes the current version and the earlier ones stay under Versions, each with who uploaded it and when. Choose View to preview an earlier version or the download button to save it.
A wrong version can be deleted from its row; the newest remaining version becomes current. The last version can't be deleted: delete the file instead from the file's menu with Delete file. A deleted file leaves previews, search and AI answers at once, and you can undo from the message that appears.
Preview and download
PDFs and images open in the file panel. Other types show Download. Before any preview or download, Delsivo checks that you can see the file's folder and that the file passed the virus check, then makes a link that works for five minutes. Every preview and download is recorded in the room's activity.
Rename a file or move it to another folder from the file panel. Both can be undone.
Review the checklist
Open the Checklist tab. Each item shows its state, owner and due date.
| State | Meaning |
|---|---|
| Requested | Waiting on the founder, or on the owner for your team's own work |
| Uploaded | A file arrived. Review it |
| In review | Someone is reviewing it, or the founder answered without a file |
| Accepted | Reviewed and accepted |
| Changes requested | Sent back to the founder with a note |
Change a state from the state menu on the row, or open the item and choose Accept, Request changes or Mark in review. Request changes asks for a note; the founder sees it on your portal. Nothing is emailed from here. Each change can be undone from the message that appears. If someone else changed the item while you were looking, you are asked to refresh first.
When the founder answers without a file
Founders can answer an item with Not applicable or Will share after the term sheet, with a short note. The answer shows on the item and the item moves to In review. Accept it to close the item, or request changes.
If the founder told you by email or on a call, open the item, choose one of the two answers under The founder answered without a file, add the note and choose Record answer.
Frequently asked questions
Can founders see who on our team owns an item?
No. Founders see what you still need, its state and any note you wrote for them. Owners, internal notes and fund work stay inside your team.
Why can't I upload into a folder?
Your role can read this deal but not change it, or you are in a support view. Ask the deal owner or a partner.
Something unclear or missing? Tell us