1. Go to the Documents section and choose the folder (in the left pane), where you want to upload the file(s).
2. Click the Upload files icon found in the toolbar in the middle of the screen. Keep in mind:
- Maximum file size: 2 GB.
- Maximum number of files per upload: 1.500 files.
- There is no overall limit on the total of documents or total size of your Data Room.
- We recommend to upload directly from the local drive instead of a cloud or a shared folder.
3. Drag and drop your files. Wait until the checkmark is visible.
4. If you would like to share the document(s) right away, select the 'Publish' option. This makes your upload visible to the users already invited to the Data Room (sell side and buy side).
5. If you would like to keep the documents hidden until a later moment, select the 'Keep hidden' option. Later on, set the permissions for the sell side and buy side and publish the documents.
Please note: If you have selected steps 4 and 5, this means the users can see the documents after setting the desired permissions.
6. Optionally, send an instant notification to all users with users with access to destination folder informing them on the newly added document(s).
- This overrides their personal notification settings.
- You may also add a short message to the notification.
- Document names can be shown or hidden in the email.
7. Click Upload to complete the action.
8. After the upload, the file is queued to be prepared for the viewer. In order to be displayed in the document viewer, every file in the Data Room needs to be processed by our document converter. The hourglass indicates that it is being processed.
Still have questions? Visit FAQ or contact our Customer Success team at +31 (0) 88 - 238 22 40 or support@virtualvaults.com.