After creating a data room, you can upload files or folders to it.
Please note that only data room owners, co-owners and contributors can upload files and folders to a data room.
💡 Pro Tip: When a new file or folder is uploaded to a data room, guests may receive an email notification. Learn more
List of contents
How to upload files or folders to a data room
There are 3 ways to upload files to a data room.
Option 1: Upload from your computer
Enter the data room. Click on the Upload button in the top-right. In the drop-down menu, select File or Folder. Then, select the files or folder you wish to upload from your computer.
Option 2: Drag & drop (recommended)
You can use this method to upload multiple folders and files. This is a fast and easy way to set up your data room.
We recommend organizing your files on your computer or local device into their various folders, then using this method to upload all the folders in one go.
To do this, enter the data room. Ensure that you are in the Files section of the data room, then drag and drop the files and/or folders from your computer into the data room.
Option 3: Import from Dropbox, Box, Google Drive, OneDrive/Sharepoint
Click on the Upload button in the top-right. In the drop-down menu, under IMPORT FROM..., select your cloud storage provider. Then, follow the instructions to sign in to your cloud storage and select the files or folders you want to upload.
How to delete files or folders from a data room
Only data room owners, co-owners and contributors can delete files/folders from their data rooms.
Step 1: Enter the data room.
Step 2: Select the file(s) or folder(s) you want to delete.
Step 3: Click on Delete in the floating menu bar that appears.
