Share and manage files using the Data Room - Repository tab
Manage your company folders and documents
There are 3 tabs on the Data Room page
- Repository - this tab is used to used to manage your company's documents and folder system and see documents shared to you by others. This article discusses the use of the Repository tab.
- Evidence - this is where the evidence from frameworks will be created as a downloadable file once generated. See this article for more details.
- Reports - the Reports tab is used for the creation and viewing of point in time reports created from various registers and frameworks including the SoA report.
Using the Repository tab
The Home folder is created by default. It is possible to add additional folders in the Home directory to create a useful data structure for any documents you would like to upload.
People with the Admin role permission have unrestricted access in the Data Room to see a full list of the company's folders and documents and be able to create/upload new ones and delete existing ones. They can share documents with non-admin users, who will only be able to see the documents shared with them. See our help article on Editing role permissions for more information on assigning Admin privileges.
Managing folders
Adding a folder
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Either under the existing Home directory, or within any created folder, under Actions select New folder.
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Enter a name for your folder and click Save.
Managing documents
It is possible to Rename, Move, Share or Delete folders via the Actions menu.
Uploading a document
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Select a folder (Not the Home directory).
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under Actions select Upload which will bring up your computer's file system to locate the file you want to upload.
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Select the file to upload and click OK. You can rename the file once uploaded.
Any questions regarding this topic or others? Open a chat, the team are ready to help.