Legatics

Secure document sharing, arriving April 2026

Coming soon: Data Rooms

Learn what data rooms are, and how they work in Legatics

Data rooms explained

Discover how to navigate data rooms efficiently to get what you need

Navigating a data room

Data rooms

Setup a new data room to store and share documents

Creating a data room

Recreate or generate a structured folder hierarchy using a ZIP file or Excel import

Importing folder structures

Control who can access a data room and define what actions they can perform at data room, folder and file level

Applying permissions in a data room

Automatically number folders and documents to provide reference

Numbering

Create your data room and set it up to store and share documents

Setting up a data room

Upload, organise and maintain content within your data room

Managing documents and folders

Apply actions to multiple files or folders at once to save time

Bulk actions

Manage your data room structure and settings

Working in a data room

Download an Excel file showing the full structure and metadata of your data room

Exporting a data room index

Download all documents in a data room as a single ZIP archive

Exporting all documents

Download individual files, folders, or selections from a data room

Downloading files and folders

Download files and folders that can be exported and shared

Exporting data room data

Learn how to rename a data room to keep your matter organized and up-to-date

Renaming a data room

Learn how to efficiently create new data rooms in Legatics by reusing existing ones from your matter

Duplicating a data room

Learn how to permanently remove a data room from your matter, including important considerations before deletion

Deleting a data room

Learn how to take other core data room actions

Other data room actions

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