About your Personal Data room

In your Personal Data room you can securely upload, store, edit and manage your files and folders. Files and folders can be shared with others using our secure Send link or Share folder features, and our integration with Microsoft Office 365 means you can edit files online.

Contact your own organizational administrator with any queries on your room settings.

Room layout

Image displays main sections of data room 1 through 4

  1. Header Contains organization name, company name, notifications, as well as access to the help center and your profile.

  2. Toolbar Quick link to some regular tasks.

  3. Navigation panel Access folders and files, Team rooms where applicable, and the Flows app.

  4. Content View View folders and files relating to Personal or Team rooms, and installations for Flows.

Features

Display the features of the navigation bar 1 through to 6

  1. Files lists the folders and files stored in your data room.

  2. Shared with me is where you'll find the files and folders shared with you.

  3. Shared by me stores the details of the folders and files you have shared.

  4. Deleted Items stores items that have been deleted before they are finally destroyed.

  5. The honeycomb icon indicates Team Data rooms you are a member.

  6. Flows connects your Secure File Sharing account to your Diligent Boards account for secure meeting management.

     

    Image displaying features in the header and tool bar 7 though to 9

  7. Filter content, view notifications, access the Help Center and your personal profile setting.

  8. The New button on your toolbar takes you to a menu where you can choose to upload documents, create new folders or activity reports, and create new Microsoft documents if that feature is enabled for your organization.

  9. Your Organization name.

    Note

    To return to the main view from any feature, select the company logo at the top of the page. To access an item's options menu, just hover over the item and right-click.

Interaction options

There are several ways to interact in your Secure File Sharing room:

  • Use your mouse and right-click to select an option or feature.

  • Select an option or feature using the touch screen.

  • Navigate to an option or feature using Hotkeys.

Hotkeys

Mac Hotkeys

PC Hotkeys

Description

Command + up or down arrow

Ctrl + Alt + up or down arrow

Highlight an item without selecting it

Up and down arrows

Up and down arrows

Select a single item

Toggle selection with the space bar

Toggle selection with the space bar

Select and unselect an item

  • Shift + up or down arrow

  • Shift + right mouse click on selected items

  • Shift + up or down arrow

  • Shift + right mouse click on selected items

Select multiple items grouped together

Command + A

Ctrl + A

Select all items

Enter

Enter

Opens the selected item

Esc

Esc

Clear selection

Back space

Back space

navigate back through file path