| Adding New Folders & Documents |
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| Creating New FoldersQuickly create an unlimited number of top-level and sub-level folders in your data room. | | Bulk Uploading Folders & Docs (Drag n' Drop)Instantly populate your data room with entire folder structures of documents from your desktop by simply dragging and dropping them in to the data room. |
| Bulk Uploading Folders & Docs (Zip File)Instantly populate your data room by uploading a ZIP file containing an entire folder structure of documents. We extract your ZIP file into the data room and preserve the original folder and document structure. | | Uploading a Single DocumentUse this method to upload a single document to the data room or if you’re having problems loading the multiple file (drag-and-drop) upload control. (You can also use the drag-and-drop control to upload a single document.) |
| Managing Existing Folders & Documents |
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| Moving Folders & DocumentsDrag-and-drop technology makes moving entire sets of folders and documents to a new location quick and easy. | | Copying Folders & DocumentsYou can copy entire sets of folders and documents using drag and drop. No need to recreate or re-upload! |
| Renaming Folders & DocumentsInline editing makes changing the names of folders and documents a snap. | | Deleting Folders & DocumentsDelete folders & documents individually or in bulk. Also, learn how to configure adminstrative settings to allow the deletion of folders that contain sub-content. |
| Managing the Display Order of ContentUse the default alphanumeric display order, apply a custom sort to display items in a specific order, or simply drag and drop items into the order you want. | | Using the Document Description FieldYou can use the document description field to display more detailed information about data room documents. The description field is searchable and can be valuable in helping data room users locate documents. |
| Using a "Managed Index" to Auto-Number ContentA self-updating managed index is often critical when facilitating complex due diligence. The index updates as you move and reorganize data room content, preventing the manual changing of folder and document index values. |
| Managing User Access Rights |
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| Creating User GroupsYou can create an unlimited number of user groups to control and separate access to data room content. You can configure what each group sees in the data room (down to the page level in a document) and also prevent certain groups from downloading, printing & forwarding documents. | | Assigning Group Access RightsAfter creating user groups you need to configure the group's access rights in the data room. This tutorial shows how to give a group access to the entire data room or specifically control what folders and documents the group can see. The tutorial also covers how to enable document watermarking and restrict a group from saving, printing or forwarding documents. This tutorial is for more advanced users. |
| Adding Users to GroupsAfter you’ve created one or more user groups and assigned data room access rights, you’re now ready to add data room participants to their respective groups. Import multiple users at once or select from an address book of existing contacts. When you add users to a group, they will receive an instant email notification informing them of their data room access. | | Changing a User's GroupYou can increase or decrease a user’s access level in the data room by dragging and dropping the user to a new user group. An instant email will notify the user of the change. |
| Removing an Individual User's RightsYou can quickly remove an individual user's access rights from the data room by removing them from all user groups they belong to. This will also revoke their access to any documents already downloaded from the data room when PDFGuard was used to protect the documents. | | Removing Access Rights for an Entire GroupAn entire group of users can be instantly removed from the data room. The group is preserved in a "holding bin" in the event that the group's access needs to be restored at a later date. |