Manage files in the Dataroom
The Dataroom provides a full set of file management tools — you can move files between folders, archive old documents, download files, and delete what's no longer needed.
Select files
Click the checkbox next to any file or folder to select it. Selecting a folder selects all files within it. Use the top-level checkbox to select all files at once.
When files are selected, a bulk action bar appears at the bottom of the screen.
Bulk actions
With one or more files selected, the bulk action bar offers:
| Action | What it does |
|---|---|
| Archive | Move selected files to the Archived view |
| Move | Open a folder picker to move files to a different folder |
| Download | Download selected files as a ZIP archive, preserving the folder structure |
| Move to Active | Restore archived files back to the Active view (only in Archived tab) |
Individual file actions
Click the three-dot menu (...) on any file to access:
- Move — Relocate the file to a different folder
- Archive — Move to the Archived view
- Delete — Permanently remove the file
- Download — Save the file to your computer
Move files between folders
Select the files to move
Check the boxes next to the files you want to relocate.
Click Move
Click Move from the bulk action bar or the three-dot menu.
Choose the destination folder
A folder picker modal appears showing the Dataroom's folder structure. Select the target folder and confirm.
Archive and unarchive
- Archive — Moves files out of the Active view into the Archived tab. Useful for old documents you want to keep but not see daily.
- Unarchive — Switch to the Archived tab, select files, and click Move to Active to restore them.
Archiving does not delete files — they're preserved and can be restored at any time.
Was this article helpful?