Create a data room to organise and manage documents within a matter. Once created, you can set up the folder structure, apply permissions, and share it with other users.
Prerequisite: You must be a matter admin to create a data room.
How to create a data room
Open the relevant matter
Click the Create button in the navigation bar
Select Data room from the dropdown menu
Enter a name for the data room
Click Create data room
Your data room will be created. Once created, it will open in a new, empty screen where you can start adding folders and documents.
Good to know: Only matter admins can see the data room when it's created. To make it visible to others, change the data room permissions
What happens next
After creating a data room, you can:
Build the folder structure (manually or via import)
Apply permissions to control who can access the data room
Upload documents when you’re ready
Tip: To keep the data room private while setting it up, apply permissions only once the structure is in place