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
From the secondary navigation
Navigate to the matter
Hover on Workspace icon within the left-hand navigation menu
Click on Create within the left-hand navigation menu
Click on Data Room
Enter the name and press Create to create the data room
