02. Loading documents using the Drag & Drop feature
Uploading documents can be really fast and convenient.
First, navigate to the Documents > Upload & Manage tab.
Then, all you have to do is (literally) grab the selected package of documents or a single file and drop them in the structure (GIF 1).
Before you start uploading your documents, make sure you familiarise yourself with these three checkboxes.
Make the file/folder, which you are about to upload, inherit access rights from its parent folder - all documents that you upload will inherit permissions that have already been granted to the folder you are about to place the files in.
Overwrite duplicates - if there are any already existing files in the VDR with the same name as the one you want to upload, the system will detect them and quickly replace them for you.
Upload files that cannot be secured - documents, that have not been secured (e.g. are in an unsupported format, are too large), will still be uploaded to the data room. It means that they will only be available for download (they won't be viewable within the VDR).
Once all the files are in place, you can download a short loading report - the system has prepared it for you in an Excel file (fig. 1).
You can also download it later, as it will continue to be displayed in the system (fig. 2).
Do you have additional questions?
#FORDATAteam is for you.
Contact us via email support@fordatagroup.com
or at phone number:
EMEA +44 204 584 3861
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