Add a new Category and/or Document Label to a Data Room

You can additional Categories and Document Labels to each of your data rooms with a few steps.

Categories

Categories appear as headers and automatically presented in alphabetical order. Within each category are Document Labels. 

Does the category already exist?
Yes, select from the pre-populated list.

No, continue typing in your new category name. Press tab and create a new document label and click "Add" to complete this step.

Document Labels

There can be 1 or many documents saved under a categories "Document Label". For example, an Issuance could have many closes and as a result there would be multiple closing documents found under the "DCR - Close a Raise" label within the "Directors' Consent Resolutions And Shareholders' Consent Resolutions" category.