Document Management

Process to create a folder:

Step 1 : Login to the data room using email ID and password

Step 2: Enter the relevant workspace [If you want to create a folder in Investor click the workspace Investor]

Step 3: Click Add Folder icon

Step 4: Enter the folder name and click create.

Folder is created.

Process to upload the files in data room:

Step 1: Click upload icon and select upload files Note: Supported file formats are [txt, pdf, docx, doc, jpg, jpeg, png, pptx, ppt, csv, xls, xlsx, html, htm, Mp3, CAD, ODS, GIF, TIF, TIFF, XLTX, XLSB, XLSM, XML, EML, MPP, MSG, RTF, ODT, PPSX, VSD, VSDX, XPS, DWG, DVX, Mp3, Video(Mp4), ZIP files] and file name should not contain special characters and numbers]

Step 2: Browse the files to be uploaded from computer 

Step 3: Select the file name and click upload

Step 4: Once the status is updated with a tick mark and click done.

File is uploaded.

Process to upload a folder:

Step 1: Click upload icon and select upload folder [Note: ZIP folders are not supported]

Step 2: Browse the folders to be uploaded from computer 

Step 3: Select the folder name and click upload

Step 4: Once the status is updated with a tick mark and click done.

Folder is created

Process to delete the files/folders from data room:

Step 1: Select the file/folder to be deleted from data room and click delete icon

Step 2: For confirmation of deletion, click delete icon

Step 3: The file is deleted and moved to trash folder

Step 4: If you want to delete the file/folder permanently click remove icon or if you like to restore the deleted files click restore icon.

Process to download a file/folder:

Step 1: Select a file/folder to be downloaded and click download icon

Step 2: Click the icon Download Secure Files for encrypted download [Note: txt, pdf, docx, doc, jpg, jpeg, png, pptx, ppt, csv, xls, xlsx, html, htm formats will be encrypted, other formats will be downloaded in original], Click Download PDF to convert the other file formats [txt, docx, doc, jpg, jpeg, png, pptx, ppt, csv, xls, xlsx, html, htm, pdf] to pdf. Click Download Original for original file.

Process to download the project index:

Click the Export icon and select Project Index, project index will be downloaded.

Process to Bookmark the File/Folder:

Step 1: Select the star icon next to folder name

Step 2: Go to Bookmarks to view the bookmarked files/folders