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 attachment, 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 fine-tune your index and data room content.
-> Read more about creating index points
-> Read more about editing index points
  1. Uploading files and 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 and 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.

    • Related Articles

    • Uploading Files and Folders

      With Drooms you can easily upload complete, ready file/folder structures directly 1:1 from your local directory or network to your data room. This is very convenient, if you prefer to prepare and structure your data room documentation on your local ...

    • Uploading Files via E-mail

      You can send files, which you encounter during your daily work, simply as e-mail attachments to the Drooms data room 'Inbox' folder, without having to start Drooms each time. When you visit your data room the next time, you can move the files from ...

    • Granting Permissions for Shared Documents

      The Drooms Chat allows users, who have access to specific folders and documents in projects and data rooms, which you administrate, to share them with other conversation participants. These other conversation participants may already be members of a ...

    • Editing Index Points

      For editing, i.e., moving or renaming a folder or document index point, or replacing a document, proceed as follows: After signing in to Drooms, select the project and data room where you want to edit index points. Select 'Documents' in the project's ...

    • Transferring Data

      The Data Transfer feature allows to directly copy any or all index points, files, or folders, from one Drooms data room to another, given the necessary permissions. This way it is possible to: Copy and move specific portfolio assets to a dedicated ...