Index and documents
Approving and rejecting index points
If the feature module 'Advanced permissions' is enabled for your data room, user groups can be granted the 'Create only' or the 'Create with approval' permission, as alternative to the full 'edit' permission for you as administrator to restrict and ...
Importing index points
The index import allows to add new folder and document index points, and to update the index descriptions of existing folder and document index points, but not to delete any index items. The import requires a carefully prepared .xlsx file. To prepare ...
Exporting index points
Sometimes it may come more handy to review, compare and edit index points not online, but using MS Excel sheets, and then import the edited index points again. You can either download the whole index, or just parts of it by selecting specific ...
Deleting index points
To delete index points they have to be moved from the index to the trash bin first, where they then can be finally deleted from, if really not needed anymore. The trash bin is available for administrators as well as user groups with partial edit ...
Copying index points
To copy index points and then insert the index point copies, proceed as follows: Select 'Data Room' in the navigation menu on the left to access the data room index. Open the index context menu with a right mouse click onto the index point that you ...
Moving index points
There are two ways of moving index points, either using the context menu, or simply via drag & drop. Both ways will be explained here, starting with moving index points via the context menu. Select 'Data Room' in the navigation menu on the left to ...
Renumbering index points
When working in a data room, 'index gaps' may result from deleting folders and index points, or may be needed to add further folders and index points in between index points, so that these are not automatically renumbered. To renumber folders and ...
Creating folders
If you want to add a single new sub-folder to a certain folder, given you have the necessary permissions, proceed as follows: Select 'Data Room' in the navigation menu on the left to access the data room index, and open the index context menu with a ...
Editing index points
For editing, i.e., moving or renaming a folder or document index point, or replacing a document, proceed as follows: Select 'Data Room' in the navigation menu on the left to access the data room index, and open the index context menu with a right ...
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 ...
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 ...
Creating index points
If you want to add a new index point and document to a certain folder, or create an empty index point as document placeholder, given you have the necessary permissions, proceed as follows: Select 'Data Room' in the navigation menu on the left to ...
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 ...
Popular Articles
Viewing documents
Together with the index, the Drooms document viewer is the core feature of Drooms data rooms. After signing in to Drooms, select the desired project and data room (in projects with multiple data rooms). Then select the 'Data Room' section in the left ...
Introducing the Drooms home page
Below you will find a description of the Drooms home page. Open web.drooms.com, or use a related URL provided to access and sign in to Drooms. Having done so successfully, the Drooms home page with a top bar and a project overview and selection will ...
Navigating projects with a single data room
This article describes the basic sections of every project and the main navigation in between them for projects with just one data room (Drooms TRANSACTION, FLEX, FREE). After signing in to Drooms, select and enter your project via the home page. On ...
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 ...
About Drooms FLEX
What is Drooms FLEX? Drooms FLEX is the ready-to-go, self-administered data room solution for straightforward transactions, fundraising, or simple and secure storage of documentation. The Drooms FLEX online shop with transparent, clear conditions, ...