Adding a description to folders and documents in the Data Room is a useful way to provide additional context to users, for example to clarify the content, purpose, or version of an item.
Descriptions help users quickly understand what a folder or document contains, without having to open each file individually.
- Admin, Managers and Contributors can, if they have the right permissions, add a description to folders and documents in the Data Room.
- Descriptions that have been added to folders and documents will be displayed in the Details pane.
- If the description has been included, you will be able to read it by clicking the checkbox on the left of a folder or document. The description will be displayed on the Details pane on the right. See image below.
Tip: If you want to add or update descriptions for multiple folders and documents at once, we recommend using the Mass rename feature. This allows you to edit both the Name and Description fields for a large number of items in a single action. Visit Mass rename to learn more.