How to Upload Documents to your CapitalDesk

How to Upload Documents to CapitalDesk with CommandDesk

Document uploads should include:

• Document type
• Associated fund/property
• Reporting period (if applicable)
• Intended audience (investors/internal)

Best CommandDesk Prompt Structure

“Upload + document type + asset + classification”

Example Prompts

• “Upload Q2 2026 investor report for Fund III.”
• “Add lease agreements for Rivergate Plaza tenants.”
• “Upload acquisition underwriting documents for NorthPark Logistics.”
• “Add capital improvement budget files to Fund II CapitalDesk.”

Pro Tip

Naming documents with “Asset + Date + Type” improves searchability significantly.