---
title: Navigating the Data Room
description: Understanding the data room feature
---

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# Navigating the Data Room

## Understanding the data room feature

If you are already familiar with the data room and just want to upload a document, see [Uploading documents to the Data Room](https://learning.addyinvest.com/uploading-documents-to-the-data-room?hsLang=en)

There are 3 data rooms available per entity, Legal, Finance and Real Estate. Ensure you have selected the correct data room to review or upload documents.

![](https://learning.addyinvest.com/hs-fs/hubfs/Screenshot%202023-07-21%20at%201-17-57%20PM%20(1)-png.png?width=200&height=136&name=Screenshot%202023-07-21%20at%201-17-57%20PM%20(1)-png.png)

The data room is split into two halves.

1. The [document upload feature](https://learning.addyinvest.com/uploading-documents-to-the-data-room?hsLang=en).
2. The categories and documents listing.

![](https://learning.addyinvest.com/hs-fs/hubfs/dataroom-gif.gif?width=600&height=435&name=dataroom-gif.gif)

As you can see there are a number of pre-selected categories and file types. If you feel a category or file type within that category is not necessary, click the gear button next to that category.

![](https://learning.addyinvest.com/hs-fs/hubfs/Screenshot%202023-07-21%20at%201-49-15%20PM-png.png?width=639&height=249&name=Screenshot%202023-07-21%20at%201-49-15%20PM-png.png)

Click on the garbage can button next to either the category or file type to delete it. If the garbage can is a lighter shade of red, a document exists within it and therefor cannot be deleted.

![](https://learning.addyinvest.com/hs-fs/hubfs/Screenshot%202023-07-21%20at%201-50-53%20PM-png.png?width=533&height=571&name=Screenshot%202023-07-21%20at%201-50-53%20PM-png.png)

In the above example, the category cannot be deleted because their is a file in type “Consent(s) to act as Director”

If I delete that file by selecting it and clicking delete

![](https://learning.addyinvest.com/hs-fs/hubfs/Screenshot%202023-07-21%20at%201-51-52%20PM-png.png?width=643&height=243&name=Screenshot%202023-07-21%20at%201-51-52%20PM-png.png)

I will then be able to delete that category or file type when I go back to it.

![](https://learning.addyinvest.com/hs-fs/hubfs/Screenshot%202023-07-21%20at%201-52-39%20PM-png.png?width=513&height=570&name=Screenshot%202023-07-21%20at%201-52-39%20PM-png.png)

Finally, if there is no suitable category you can create it by using the “Add New Category and File Type” feature.

![](https://learning.addyinvest.com/hs-fs/hubfs/Screenshot%202023-07-21%20at%201-53-21%20PM-png.png?width=621&height=368&name=Screenshot%202023-07-21%20at%201-53-21%20PM-png.png)

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