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Capsure

How-to

Documents

Record files can live in SharePoint, Google Drive, or Box. Datarooms stay in Capsure.

The built-in store holds dataroom files. A firm can also connect SharePoint, Google Drive, or Box for files on a record. Connecting a library does not move the deal room or the investor room out of Capsure.

How

Section titled “How”
  1. In the sidebar, click Administration, then Documents.