Folder Templates
Build, edit, or expand your VDR room template.
Planning your consistent folder and sub-folder template is the first step in a successful VDR business process. Templates will allow you to rapidly and consistently add rooms to your VDR.
You may elect to build your folder structure from scratch or Zip upload from the room rather than utilize the temple. To permit uploads, you will be required to have at least one new folder in any room.
- Navigate to the Template section in the left-side menu.
- We have provided an industry example of a "Sell-Side" folder template.
- You may keep this, use it as a base to edit, or create your own.
- You may add folders or sub-folders in the menu above the template.
- Creating a new template process is available at the top right of this same interface.
Adding a folder to a template.
Adding a Sub-Folder to a template.
Create a New Template or delete the existing template.
Articles in this section
- Adding a Folder
- Adding a New Room
- Adding Users
- Archiving
- Branding
- Creating a Custom Login Email
- Deactivated User Search
- Delete a Folder
- Deleting a file(s)
- Document Viewer
- Document Viewer Overrides
- Downloading
- Editing a Folder
- Editing File Settings
- Editing Your Profile
- Email Room Users Notifications
- File Move/Copy
- Folder Templates
- How to Clear Browser Cache
- Importing New Rooms
- PDF Upload Best Practice
- Permission Policy
- Removing Encryption from a PDF
- Reports
- Searching for Files
- Security Levels and Security Sections
- Uploading Files
- User Search
- Watermarking
- Zip Upload