Access the Matrix Locker Tab
- Access the Deal Management page by selecting Deals in the Menu Bar located at the top of any page.
- Select an account from the My Accounts list on the left.
- Click the Matrix Locker tab located at the bottom part of the screen, and the files associated with the deal will display.
Upload a File
- Click the '+' (Upload) button.
- Browse to, and select the file from your computer.
- Optionally, select a folder to store the file in. (If one is not selected, the file will automatically be placed in the My Files folder)
- Click the Save button when finished.
Note: Because you are viewing a particular deal, the affiliation will automatically occur. (You will see the item’s name populated in the affiliations box). In the event that you wish to additionally affiliate it with another item, you can search for and select that item. To do this, first click in to the Affiliations search bar and begin typing at least the first two characters of the item’s name (or more if you need to narrow your search). Then select the item from the drop list that appears.
What’s Next? You can view/download the file at any time by clicking the name of the file. If you need to delete the file or manage affiliations, you will need to do so in the Matrix Locker. To access the Locker, select Matrix Locker from the Lists menu.
Keyword Search: Deal Management, Deals, Matrix Locker, Files, Deals and files, add files to deals