How to duplicate a Data Room in Papermark?

Duplicating a data room can be a time-saving feature when you need to create similar structures for different projects or clients. This guide will walk you through the process of duplicating a data room in Papermark.

Accessing the Duplication feature

1. Log into your Papermark account.
2. Navigate to the data room you want to duplicate.
3. Click on the "Settings" tab in the top navigation menu.

Duplicating the Data Room

1. In the Settings page, scroll down to find the "Duplicate Dataroom" section.
2. Click on the "Duplicate" button or link.
3. A confirmation dialog may appear; confirm that you want to create a duplicate.

Customizing the duplicated Data Room

After duplication, you'll typically be directed to the new data room. Here's what you might need to do:

1. Rename the data room to distinguish it from the original.
2. Review and adjust any settings that may need to be different from the original.
3. Modify or update any content as necessary.

For more information on customizing your data room, check out our guide on how to customize data room branding.

What Gets Duplicated?

When you duplicate a data room, the following elements are typically copied:

• Folder structure
• Document organization
• Branding settings (logo, banner, colors)
• General settings and configurations

Note: User permissions and specific document versions may not be duplicated for security reasons. Be sure to review and set up these elements in your new data room.

Learn more about managing user permissions in your data room.

Duplicate a Data Room Now

Best practices for Data Room duplication

• Always rename your duplicated data room immediately to avoid confusion.
• Review all settings and content in the new data room to ensure they're appropriate for its intended use.
• Update any time-sensitive or project-specific information in the duplicated data room.
• Consider setting up a custom domain for your new data room to maintain a professional appearance.

Managing Documents in Your Duplicated Data Room

After duplicating your data room, you may need to add new documents or update existing ones. Our platform makes it easy to manage your documents efficiently.

Conclusion

Duplicating a data room in Papermark is a straightforward process that can save you significant time and effort when setting up similar projects. By following these steps, you can quickly create a new data room based on an existing structure, allowing you to maintain consistency across your various data rooms while still customizing each for its specific purpose.

For more information on managing your data rooms or for troubleshooting duplication issues, please refer to our help center or contact our support team. If you're interested in learning about all the features available in your data room, check out our guide on what you can set in a Papermark data room.