Uploading Documents (Data Room Guides)

You can upload Documents so that they will be visible to the Project Manager and other relevant Users. You upload your Documents from the main Documents list:



Click Upload and select the appropriate Document Group:



The Document Groups that are available are those to which you have Write Access. Click Next and then Browse to select a Document or zip file to upload:



Zip File Options


If you are uploading a Zip file then it will automatically be expanded (by default) and a Document entry is created for each file in the zip:

  • Extract Files (ignore folder structure) – this will extract the files in the zip to the selected folder. This is the default.
  • Keep Zip – select this to keep the Zip file intact, that is, leave it unexpanded.

You can enter a Keyword if required of up to 250 characters. These can be used for searching and filtering Documents.

Hannah is the author of this solution article.

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