This article is for users publishing folders after creating them in the draft.
Adding folders
Folders can be added within a data room, or document tab, individually within the tab or by bulk uploading from a local drive.
When adding a folder, within the tab, users are given the option to create the folder published in draft once added.
When uploading folders in bulk, the user has the option to publish the folders on upload or create in draft.
Publishing folders
Folders can be published on a one by one basis, within the tab, or can be published in bulk using the 'Items to publish' menu function.
To publish a folder individually, right click on the folder name and select 'Publish'.
Publishing folders
Folders can be published on a one by one basis, within the tab, or can be published in bulk using the 'Items to publish' menu function.
To publish a folder individually, right click on the folder name and select 'Publish'.
This will show all of the items to be published within the deal space, and items must be published top down, i.e., tab, folder, file.
Select the folder tile to publish all of the require folders.
Select all the folders to be published, and then select the green tick next to 'Bulk Actions', in the top right hand corner, to publish the selected folders.
A message will pop up asking the user to confirm the action.
Please note, the files in the folders will not be published automatically at this stage, they will still need to published.
Please see the article on Publishing files for guidance on how to do this.
Need further guidance or help?
If you have any questions about Q&A, contact the Help Desk team: [email protected]