A Page in a data room works like a flexible document where founders can write and format text, then bring the story to life with live Visible elements. Type "/" to add charts, side-by-side charts, and metrics tables that pull directly from your company data, along with images, videos, files, and links to other folders or items in the data room. Pages make it easy to create a cover letter, company overview, or investment narrative that gives investors context alongside the numbers, all in one polished, shareable place.
Step One: Navigate to your Data Room.
Click Data rooms from the navigation menu and then select your data room or create a new one.
Step Two: To create a page outside of a folder structure, click +New and select Page from the dropdown.
Click +New at the top right side of your screen. Then, select Page from the dropdown.
Step Three: Provide a Name for your Page & then click Save.
Name the Page and then click Save.
This page will live in the Data Room navigation menu.
This page will now appear in the navigation menu of the data room.
Step Four: To add a Page to a specific folder, navigate to the folder. Then click + Add to folder and select Page from the dropdown.
From inside a folder, add a page by clicking + Add to folder and click Page from the dropdown. Name the page and click Save.
Step Five: Click the + button or use the / shortcut to add content to your page.
Use the + button or use the / shortcut to begin adding content to your Page.
You can add the following content to a Page:
Chart
Two Charts
Tables
Images
Videos
Files
Line Breaks
Heading 2
Heading 3
Quote
Bulleted list
Numbered list
Let us know if you have any questions. Our team is happy to help.