Managing files
Moving files to folders
After uploading, files can be moved into specific folders to keep your data room organized for investors.
To move a file:
- Find the file in the file table
- Select the “…” more options button to open the dropdown selector
- Click the ”Move to” option in the dropdown
- Select the destination folder
- Confirm the move
Deleting Files
Files can only be deleted by the user who originally uploaded it. To delete a file:
- Find the file you want to delete
- Click "Delete" button (trash icon)
- Confirm deletion
The file is immediately deleted and your investor can no longer access it
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