This option is available to members of the Room Owner's team and teams with Edit Folder permission, and/or with the Manage Content in Data Room/Document Tabs permission activated.

Adding Folders

The element to add a New Folder to a Document or Data Room tab appears at the top of the tab.

If the New Folder option is greyed out (inactive), your team has not been given permission to create a folder structure in this tab. Permissions are controlled by the Room Owner's team (the deal administrators).

If you are creating a folder structure from start, your folder will appear beneath the root directory.

Continue to create your parent folder structure by locating the cursor on the root folder.

To create a sub-folder, first click on the parent folder, then select New Folder

If you require further assistance or encounter issues, please email the Help Desk team.

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