Folders will help you organize your files within your Data Room. Once your folders are set up, you can drag and drop files, pages, and other items into them to keep your Data Room organized.
See screenshots below:
How to add a primary folder
Step One: Open your Data Room and click +New. Then click Folder.
Click +New in the top right side of your screen. Then click the Folder button from the dropdown.
Step Two: Name the folder and then click Add folder.
Provide a name for the folder and then click Add Folder.
How to create a Subfolder
Step One: Inside the folder you want to add the subfolder to, click + Add to folder. Then from the drop down, click Folder.
Once inside the folder you plan to add a subfolder to, click + Add to folder. Then click Folder from the dropdown.
How to move items into a folder
Click and hold the icon or name of the item you want to move & drag it to the desired location.
As you drag, folders you can drop the item into will be highlighted in blue. Folders that can't accept the item will stay grey. If you hover over a folder, it will expand automatically so you can drop the item into one of its subfolders. To move an item out of a folder and back to the main level of your Data Room, drag it to the top level of the Data Room.
Moving items with the Move option
You can also move items without dragging. Click the three dots next to the item, choose Move, then select the folder you want to move it to.
Please let us know if you have any additional questions!