How to add documents to your data room?

Efficiently managing and sharing documents is a key feature of our data room solution. This guide will walk you through the process of adding documents to your data room, ensuring your team and clients have access to the information they need.

Accessing the documents section

1. Log into your account and navigate to your data room.
2. In the top navigation menu, click on "Documents".

Adding new documents via Bulk Upload

Method 1: Using the "Add New Document" button

1. In the Documents section, locate the "Add New Document" button, typically represented by a plus (+) icon.
2. Click on the button to open the Add Document modal.
3. In the modal:
   • Select the file you want to upload from your computer.
   • Choose the folder where you want to place the document (if applicable).
   • Add any additional metadata or tags as required.
4. Click "Upload" or "Add Document" to complete the process.

For more detailed instructions, check out our guide on how to upload documents.

Method 2: Drag and Drop

If your data room supports drag and drop functionality:

1. Navigate to the folder where you want to add the document.
2. Drag the file from your computer and drop it into the designated area in your data room interface.
3. The upload should start automatically.

Method 3: Adding from Document Overview

You can quickly add documents to your data room directly from the document overview:

1. Navigate to your documents page
2. Find the document you want to add
3. Click the three dots (⋮) menu in the top right corner of the document
4. Select "Add to dataroom" from the dropdown menu
5. Choose the target data room from the modal that appears

This method is particularly useful when:

• You want to add existing documents to a data room
• You need to add the same document to multiple data rooms
• You're organizing documents after they've been uploaded

For more detailed instructions on managing your data room, check out our guide on managing folders in your data room.

Organizing your documents

Creating folders

To keep your documents organized:

1. Look for a "New Folder" or folder icon button, often represented by a folder with a plus (+) sign.
2. Click the button to create a new folder.
3. Name your folder and save it.

Learn more about managing folders in your data room.

Moving Documents

To move documents between folders:

1. Select the document(s) you want to move.
2. Look for a "Move" option or drag the selected documents to the desired folder in the sidebar folder tree.

Managing Documents

After adding documents, you can:

• View document details
• Set permissions for specific documents
• Generate links for sharing
• Delete or archive documents as needed
• Upload new versions of existing documents

Tips for Efficient Document Management

• Use a clear naming convention for your documents and folders.
• Regularly review and organize your documents to maintain an efficient structure.
• Utilize tags or metadata to make documents easily searchable.
• Consider setting up a custom domain for your data room for a more professional look.

Add Documents to Your Data Room

Conclusion

Adding and managing documents in your data room is a straightforward process designed to enhance your document sharing and collaboration capabilities. By following these steps, you can ensure that your data room remains organized and your team has access to the latest versions of important documents.

For more detailed information on document permissions, version control, or advanced features, please refer to our help center or contact our support team.