Short answers to what people ask most about this part of the product.
Data Room Upload Methods FAQ
Introduction
This FAQ explains how to add documents to a data room using the three upload methods demonstrated in the recording, and clarifies how shared links and AI checks behave for different users involved in preparing a data room.
FAQ Content
Uploading Files Directly from Your Computer
Q1. How do I upload documents from my computer into the data room?
Open the data room and navigate to the folder the file belongs in (for example, accounts in Financials, contracts in Legals). Click on Upload, then either drag and drop the file into the upload area or select it directly from your computer. The file will upload into the chosen folder in the data room.
Q2. What happens after I upload a file from my computer?
Once the file is uploaded, the AI matches the file against the checklist and marks the corresponding item as checked. This contributes to moving the overall data room status closer to Complete.
Requesting Documents from External Parties
Q3. How can I request documents from my accountant, lawyer, or bookkeeper?
In the top bar of the data room, click on Request Document, then select Create Link. Copy the generated link and send it to the person who holds the documents so they can upload files directly into your data room.
Q4. What do external contributors see when they use the request link?
They see a single clean page where they can drop their files and send them, without needing an account, password, or sign-up. They can see the name of the room they are sending to, but they cannot see your files, your folders, your listing, or the other people you share with.
Q5. What file types and sizes can external contributors upload via the request link?
They can upload PDF, Word, Excel, PowerPoint, or image files up to twenty-five megabyte each. The same upload rules apply to them as to your own uploads.
Q6. How long does a document request link stay active, and how do I disable it?
The link keeps working until you turn it off. You can disable it by using the Disable Link option shown where the link is managed.
Q7. Do files uploaded via the request link get the same AI processing?
Yes, everything sent via the request link lands straight into your data room and receives the same AI check as files you upload yourself.
Importing from Google Drive
Q8. How do I import documents from Google Drive into the data room?
In the top bar, click on Import, then select Google Drive. The first time you do this, a Google Sign-In window opens on top; choose your account to connect it, then you can select and upload documents, which will land directly in the data room.
Q9. What should I do if my browser blocks the Google Sign-In window?
If your browser blocks the sign-in pop-up, open the sign-in flow in the current tab and complete the connection in settings. This achieves the same result of connecting your Google Drive so you can import documents.
Q10. Is OneDrive supported for importing documents?
OneDrive is not yet available but is coming soon, and it will appear in the Import menu when it is supported.
Data Room Completion and Status
Q11. How does uploading files affect my data room’s completion status?
Every file you add moves the data room closer to completion according to the checklist. When the status says Complete, your data room is ready to show.
Q12. Does it matter which upload method I use for filling the data room?
No, you can choose whichever method is quickest for you—direct upload from your computer, request link, or Google Drive import. The room fills up the same way regardless of the method used.
