Uploading documents

Uploading documents

Drooms provides several convenient methods for uploading documents, i.e., files (and even folders) into Drooms data rooms, to best fit different work tasks. Some of them are standard features, some on-demand features, and all require that you are either an administrator or have the necessary permissions for the respective parent folders or affected index points:
  1. Uploading single files
    There are various ways to upload single files to the data room:
  1. The most simple one is to simply drag and drop a file into the index at the desired index position. This will trigger the 'Upload files/folders' upload method, see below.
  2. You can also upload a single file as an e-mail attachement, see below.
  3. Also possible is to use the index allocation or auto allocation features to just allocate a single file, see below.
  4. However, you can also use the index context menu options 'Create document' and 'Edit index point' to particularly create or edit specific single index points and upload documents to them to finetune your index and data room content.
-> Read more about creating index points
-> Read more about editing index points
  1. Uploading files/folders
    If you want to upload not just multiple documents, but also complete, ready file/folder structures directly 1:1 from your local directory or network and place them in your data room, use the 'Upload files/folders' batch upload feature. This feature supports direct drag & drop.
    -> Read more about uploading files/folders
  1. Uploading files via e-mail
    When you come across files during your daily work, which should end up in your data room, but do not want to start Drooms each time, you can send them simply as e-mail attachments to the data room 'Inbox' folder, and then move and place them in the index, where they best fit, the next time you enter Drooms.
    -> Read more about uploading files via e-mail
  1. Uploading and allocating files via Index Allocation
    The on-demand 'Index Allocation' feature allows to upload and allocate pre-indexed files to dedicated, matching index points throughout the data room in many different places at once with 100% certainty.
    -> Read more about uploading and allocating files via index Allocation
  1. Uploading and allocating files via Auto Allocation
    The on-demand 'Auto Allocation' feature allows to upload files, which the Drooms AI will automatically analyse and allocate to the best matching folders of a pretrained standard or custom index.
    -> Read more about uploading and allocating files via Auto Allocation

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