Export is always available for Workspace Admins with upload permissions in the Data Room of the same project. Admins can also allow export for Managers or Contributors through Workspace settings. Once enabled, Managers and Contributors with upload permissions in the Data Room of the same project will be able to export there.
Drag and Drop
In the split screen, drag and drop items from the Workspace on the left to the Data Room on the right.
- Select: Click and hold the mouse button on a single file/folder or select multiple items by clicking the checkboxes.
- Drag: Holding the mouse button, drag the selected items from the Workspace on the left to the Data Room on the right.
- Drop: Release the mouse button to drop the items into a folder or location within the Data Room.
Tip: You can add all the items to the Data Room in a single click for the first export.
Tip: To quickly select specific items, use the filters for export and item status. For example, you can filter items marked as done but not exported by choosing "Not exported" in the Export status and "Done" in the Item status.
Access permissions inheritance
Exported items inherit the permissions of the destination folder. To check permissions, click the three-dot menu next to the folder name and select "View permissions." A new tab will open, showing the roles and their permissions. How to change permissions
Redaction
Check before export
Before clicking "Export":
- Ensure all items are placed correctly. Items about to be exported and their destination folders are displayed in bold.
- If an item is in the wrong folder, delete it and drag it again to the correct one.
Note: Index numbers in the Data Room may not match those in the Workspace. This discrepancy can occur due to the order in which items are added to the Data Room, whether from the export process or by directly adding items in the Data Room.
To finalize the export process, click the blue Export button in the bottom right of the split screen. Once exported, you can reorder, move, or delete items within the Data Room.
FAQ
What if I place an item in the wrong folder?
If an item is placed incorrectly, remove it from the right side of the split screen and drag it to the correct destination folder again.
Can I adjust item placements after exporting?
Yes, you can move items within the Data Room after the export is finalized. However, it's best to check item placements in the split screen to minimize adjustments in the Data Room.
How can I avoid discrepancies in numbering?
Discrepancies in numbering may arise due to the order in which items are added to the Data Room. To avoid these issues:
- Manually reorder items in the Data Room.
- Add Placeholders in the Data Room to help maintain your numbering order. This ensures the final sequence remains consistent with your initial plan.
- Add items to the Other folder, where no index numbers are assigned. Items will be automatically sorted in alphabetical order.
How can I make sure only specific buyer groups can access certain documents?
Only Data Room Admins and Managers can change permissions for buyer groups that have access to destination folders.
I have multiple buyer groups or multiple roles within my buyer group. How to avoid permission inheritance?
To prevent permission inheritance, Data Room Admins and Managers can follow these steps:
- Create a restricted folder in Other documents in the Data Room with no access for buyer group. How to use Other documents
- Export your documents to this restricted folder.
- Move the documents to the destination folder within the Data Room and choose “No permissions” to avoid inheritance.
- Adjust permissions for each buyer group to avoid inheritance from parent folders.