This option is available to members of the Room Owner's team and teams with Edit Folder permission (the document tab only), and/or with the Manage Content in Data Room/Document Tabs Power activated.

Adding Folders

The element to add a New Folder to a Document or Data Room tab appears at the top of the tab.

   If the New Folder option is greyed out (inactive), your team has not been given permission to create a folder structure in this tab. Permissions are controlled by the Room Owner's team (the deal administrators).

If you are creating a folder structure from start, your folder will appear beneath the root directory.

Continue to create your parent folder structure by locating the cursor on the root folder.

To create a sub-folder, first click on the parent folder, then select New Folder

Upload Folders

For teams where Upload is active, it is also possible to copy an entire folder structure from your document management system by using the Upload option.

Click Upload to open the Upload File(s) / Folder(s) active window, as shown below.  While this window is open, go to your version of File Explorer and select the parent folders. Multiple folders can be selected. Drag and drop the selected folders over the image in the highlighted box.  Any sub-folders and all the contents of the selected folders will be uploaded.

Once you have uploaded the contents of your data room or document tab, you may wish to re-organise the contents.  Click the link to see our guidance on how to move files & reorganise folders.

If you require further assistance or encounter issues, please email the Help Desk team for assistance.