Uploading documents

How to bulk upload a folder structure and files to your data room

Updated over a week ago

Your entire data room structure can be managed from the Documents tab. Here you can upload, delete, merge, move, extract files, view documents, download files, restore files from the recycle bin, upload folder structure, create folders, rename documents, set permissions, export Project index and Folder contents, post notes, relate documents to questions in the Q&A section, send notifications about selected documents.

To upload files/folders:

  • Drag the files directly to the document tree. As the structure unfolds, decide which folder you want to upload to.

  • Track the progress of each file with individual loading bars.

  • Easily add files to the queue even during an active upload process.

  • Once the Upload button is lit, hit it to start Uploading.

There is no limit to the size and number for the files you upload.

After uploading is finished, all the following file formats are converted to the encrypted Adobe PDF for secure viewing by users:

PDF | TXT | DOC | DOCX | XLS | XML | CSV | XLSX |XLSM| PPT | PPTX | RTF | HTM | HTML | MHT | JPG | JPEG | JPE | GIF | BMP | PNG | SVG | TIF | TIFF | DWG

The video formats FLV | MP4 | MOV | AVI | WMV| M4V | MPG | MXF | MKV | 3GP | MPEG | TS | ASF | WEBM | F4V can be converted for secure viewing only. Such files can be downloaded from the data room in the original format only.

To ensure faster upload of files, we recommend using our iDeals Desktop application for Windows.

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