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Files Sharing Section — Mutual File Exchange with Buyers

Written by Joice

Overview


Add a Files Sharing section to enable mutual file and link sharing between you and your buyers — both sellers and buyers can upload content in the same place.

Prerequisites & Requirements

  • Plan: All plans (Files Sharing empty-state visibility and buyer uploads are supported on all plans).

  • Permissions: Sellers need Room editor access. Buyers need Room access (external user).

How to Use Files Sharing for Mutual File Exchange

  1. Add a Files Sharing section to the Room.

  2. Ask buyers to upload requested items (e.g. security questionnaires, procurement docs, approvals).

What the Buyer Sees

  • Aligned shows Files Sharing in preview mode even when the section starts empty.

  • Buyers can upload files even when the section has no files yet.

  • Buyers can select one or more files and download them in bulk or individually using the tick boxes.


Adding Buyer-Owned Assets
Use Files Sharing (or Next Steps) when you want buyers to contribute content as part of the process:

  • Add Next Steps when you want tasks + attachments together.

  • Add Files Sharing when you want a shared repository.

  • Aligned lets customers and prospects add their own files and content to both Next Steps and Files Sharing.

Pro-Tips

  • Use Files Sharing early in the deal so buyers upload their artifacts in one place, including when the section starts empty.

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