How to add folders to your Data Room

Organize your data room documents into folders for better structure and navigation.

Creating Folders

Open your data room

2. Click "New Folder" or "Create Folder"

3. Enter a folder name

4. Add a description (optional)

5. Click "Create"

Drag and drop documents into folders

Create nested folders for complex structures

Move folders by dragging them

Rename folders at any time

Set permissions at the folder level

All documents in a folder inherit folder permissions

Override permissions for specific documents if needed

Use clear, descriptive folder names

Create a logical hierarchy

Group related documents together

Keep folder structure simple and intuitive