The five sections
Who sees what?
Each document has a visibility level you set:- After the NDA: visible to a buyer only after they sign the NDA — and they are identity-verified by definition.
- Hidden: private to you and your team; no buyer ever sees it.
How to use it
1
Upload your documents
From the documents room page in your account, upload files and sort them into the five sections.
2
Set each document's visibility
For every document choose: appears after the NDA, or stays hidden for you and your team.
3
Track who views
Signed buyers reach the room from the opportunity page, and everything stays on-platform and on the record.
Next step
NDA & disclosure
What the buyer signs before seeing your documents.
Customize & privacy
Control everything a buyer sees about your project.

