The Workbench

The Workbench is the file panel on the right side of every deal. Use it to upload documents, follow what the terminal produces, and open any file in a preview.

Drag the divider to resize the panel, or collapse it entirely; the size you set is remembered. The Workbench refreshes when the terminal finishes a piece of work, and new files appear automatically.

The file tree

The file tree has the same three top-level folders in every deal: Library, Drafts, and Outputs. Deals and files covers what each holds.

The Library is organized into a fixed set of folders by document type (Model, Legal, Third Party Reports, Market & Comps, and so on), plus any folders the terminal creates. Which folders you've opened and closed is remembered, so the tree stays the way you left it.

A Recent changes section above the tree lists the five most recently modified files with relative timestamps, so you can pick up wherever the work last moved.

File actions

Hover a file row, or right-click it, to open the action menu:

• Preview: opens the file in the side pane. See Previews.
• Version history: lists every kept version. See Recover files.
• Move to trash: deletes it, with an Undo button so a slip is one click to reverse.

The menu also offers Download and Move to any folder.

Folders offer Download as zip.

Reference a file in the terminal

Drag a file row onto the terminal to reference it in your message. The file path lands as an @-mention at the cursor.

Portfolio

In Portfolio, admins see a Workbench of fund-level folders instead: Fund Financials, Investor Relations, Market & Research, Performance, and Misc / Unsorted.

Next steps

• Uploads and the inbox: how files enter the deal and get classified into the Library.
• Previews: what opens when you click a file, and how previews stay current.
• Recover files: the 30-day safety net behind every save and delete.
• Output Formats: attach house templates so drafts follow your firm's format.