04. Upload documents - Add new documents
Within the VDR system, you can make use of three intuitive methods to upload files to your structure.
Drag and Drop:
- To start, navigate to the Documents tab and then select Structure Management and Upload.
Next, effortlessly drag and drop the desired package of documents or individual files from your computer's directory into the designated location within the VDR structure (fig. 1).
Before starting the document upload session, familiarize yourself with the three checkboxes and decide how you want to proceed.
- Copy permissions from the parent folder to the uploaded document/folder - All the documents you upload will inherit the permissions that have already been defined.
- Overwrite duplicates - By default, the Fordata VDR does not overwrite duplicates. Therefore, if you intend to replace a duplicate, ensure you select this option prior to commencing the upload.
- Upload files that cannot be secured - Some types of documents that, for various reasons, cannot be secured (e.g., unsupported file format, file size too large) will be uploaded to the VDR in their original version. This means that such files will only be available for download (without the ability to preview them within the Data Room system).
Once all the files are in place, you can download a short upload report. The system has prepared it for you in an Excel file (fig. 1)
or you can download it later as it will still be displayed in the system (fig. 2).
Adding Documents Using the ADD DOCUMENTS Button:
- Start by clicking on the folder where you intend to upload documents. Then, select the green Add documents button (fig. 3).
Next, choose from the dropdown list the action you want to take:
| add files (upload files) |
| add a folder with files (upload a folder). |
Lastly, locate the desired files on your computer that you wish to transfer to the VDR and confirm their upload.
Uploading Documents to a Chosen Location in the Structure:
- The option to upload files or folders will also appear when you right-click on a folder (fig. 4)
Continue to follow the same steps as outlined in the previous methods for adding files to the VDR.
Do you have additional questions?
#FORDATAteam is here for you.
Contact us via email at support@fordatagroup.com
or call us at:
+48 53 53 53 774
+48 53 53 53 775