USD.AI Documents

Delete this file?

It will move to Deleted files for this borrower.

↺ Nothing is destroyed. The bucket keeps every version, so you can restore this from Deleted files afterwards.

Where should this go?

Filing needs a borrower, a deal or the borrower level, and a folder.

Borrower Deal Folder

ℹ Every folder is offered at both levels. The usual ones for this level are listed first, because the migrated documents do not all follow that rule and refusing the rest would hide them.

New borrower

A borrower is a company. It gets a folder of its own straight away, and an id that is minted once and never given out again.

Borrower name

ℹ The name is what everyone sees and what the address bar is built from, so it has to be different from every borrower already here.

New deal

Deal name

ℹ It appears empty in the tree until you put something in it, which is how you can tell it worked.

Delete this deal and its documents?

Type the deal name to confirm

⚠ Nothing is destroyed. Every document is hidden and the bucket keeps every version, so Deleted files offers one action that puts the whole deal back.