Aligned supports content sharing across multiple section types, so you can present decks and docs in-context instead of sending attachments. Sellers keep a single source of truth by reusing assets from the Library and placing them into the right sections. Buyers upload their own files in Files Sharing and contribute to Next Steps when you want shared accountability. For Rooms with heavy content, add extra assets in the Files tab and hide it when you don’t need it.
Prerequisites & Requirements
Plan:
Files Sharing empty-state visibility + buyer uploads: All plans
Library access: All plans
Permissions:
Sellers: Room editor access
Buyers: Room access (external user)
Technical Specs: Add content from a pre-categorized library and supported embeds (for example Loom, YouTube, Google Slides, Google Docs).
Choose a section type for the content you want to share
Use this mapping to match the section to the asset:
Section type | Best for | Notes |
Carousel Section | Case studies, short decks, documents | Add from multiple sources |
Links & Examples | Links + case studies | Use bulk upload |
Next Steps | Links + documents tied to tasks | Attach files to each next step |
Files Sharing | Mutual file and link sharing | Buyers and sellers share in the same place
Multiple sources
|
Mobile View | Short decks for mobile | Add from Library or embedded links |
Add content to a section from your computer, a link, or the Library
Open the Room.
Click Add section.
Select the section type (for example Carousel Section or Links & Examples).
In the section, click Add content.
Add content from one source:
File upload (from your computer)
From link (paste a URL)
From Library (reuse an existing asset)
(Optional) Select multiple files during upload to add in bulk -> Depends section’s definition.
Use Files Sharing for mutual file exchange with buyers
Add a Files Sharing section to the Room.
Ask buyers to upload requested items (security questionnaires, procurement docs, approvals).
What the Buyer sees
Aligned shows Files Sharing in preview mode even when the section starts empty.
Buyers upload files even when the section has no files yet.
Buyers select one or more files and download them in bulk or individually using the tick boxes.
Add buyer-owned assets to Next Steps and Files Sharing
Use these sections when you want buyers to contribute content as part of the process.
Add Next Steps when you want tasks + attachments in the same place.
Add Files Sharing when you want a shared repository.
Aligned lets customers and prospects add their own files and content to Next Steps and Files Sharing.
Use the Files tab when your Room includes many links and documents
Open the Room.
Click the Files tab.
Add additional links and content to keep the main tabs focused.
Hide the Files tab when you don’t need it.
Troubleshooting & Error States
Q: Buyers don’t see the Files Sharing area.
Answer: Unhide the File Sharing section by clicking the Unlock icon.
Q: Buyers want to download multiple files at once.
Answer: Tell buyers to select files using the tick boxes, then download in bulk.
Q: The Room feels overloaded with links and documents.
Answer: Move overflow items to the Files tab and hide the tab when you don’t need it.
Pro-Tips
Put case studies in Carousel Section and supporting links in Links & Examples so buyers scan fast, then dive deeper.
Use Files Sharing early in the deal so buyers upload their artifacts in one place, including when the section starts empty.