Uploading documents to the Data Room

Utilizing the data room document upload feature

So you’ve created your entity and now you’re ready to upload documents to the data room!

Let’s do a quick walkthrough.

1. Click on Data Room in the applicable entity
2. Select which department the document should reside in. Legal, Finance or Real Estate.

3. Drag and drop a file to the upload area, or click on the upload area to bring up a list of files to upload.

4. One the file has been selected in the upload area, confirm or fill out the file name, category, applicable date and any notes. Click submit to submit or remove if you’ve made an error.

*Please see Navigating the Data Room if you’d like to add this document to a category that does not already exist.

5. You can now scroll down to the category in which you placed the file, and see it there.