The Document Repository simplifies managing both new and existing documents, so users can effortlessly upload, search, manage, and export documents in their original form (i.e. their non-abstracted form).

Navigate to and search documents 

1. In the left-hand navigation, open the Document Repository page - all documents uploaded to Ontra products will be centralized here providing your team with a centralized view to search across funds, deals, contract types, or products 
2. Use keyword Search or the Document Type filter to narrow down results

Add a document 

Admins can add new documents directly to the Document Repository, but these documents will not flow through to other Ontra products. 

1. In the left-hand navigation, open the Document Repository page
2. Click Add Documents and select Add Document
3. Upload Files by dragging and dropping, browsing on your device, or using the Box or SharePoint integrations if connected for your account 
4. Select the Document Type 
5. Click Add Document

View a document's source

Documents from all Ontra solutions are automatically centralized in the Document Repository. From any document, you can seamlessly navigate to its related negotiation, fund, or entity.

1. In the left-hand navigation, open the Document Repository page
2. Locate the applicable document 
3. Click the ⋮ icon on that document's row 
4. Select View Negotiation or View Obligations depending on the document type 

Manage documents

Admins can delete documents that are not being used in other products. 

1. In the left-hand navigation, open the Document Repository page
2. Locate the applicable document 
3. Click the ⋮ icon on that document's row 
4. Select Download to download to your local device or Delete to remove the document from Ontra