Deliver a document

If you are requested to deliver documents for a meeting agenda item you will receive an email. The delivery request will also appear in your Flows view with a folder icon image of the folder icon.

  1. Select the link in the email and sign in to Diligent Data Room.

    2. Note

    You can also sign in to Diligent Data Room, select Flows in the navigation panel, and select the corresponding Flow tile.

  2. Go to Flows in your navigation bar and select the delivery request.

  3. Select one of the following options:

    • To upload a document from a location within Diligent Data Room, select the Choose from my files button, navigate to the desired storage location, select the desired document, and select OK.

    • To upload a document from your computer or network, drag and drop the document into the marked rectangle, or select the Choose from disk button.

  4. Select Add more documents to upload more documents.

  5. Select Deliver to complete the delivery from your side.

    The documents are marked as delivered, and the reviewer as well as the Administrators are automatically notified.

If you cannot deliver the document

You can invite someone else to deliver the documents.

  1. In Diligent Data Room go to Flows in your navigation bar and select the delivery request.

  2. In the sentence Invite someone else to provide the documents, select the link provide the documents.

  3. In the Invite to contribute window add the person you want to invite to deliver the document.

    The person that you have invited to provide the documents receives a notification email.

  4. After the requested document is delivered, you need to review, accept, and deliver it.

Update a document that you have uploaded, but have not yet delivered

  1. In Diligent Data Room go to Flows in your navigation bar and select the delivery request.

  2. Before you select Deliver, select the document's more options icon .

    image highlights document's more options icon

  3. Choose between the following options:

  • Select Remove to remove the document. Then, upload a new document.

  • If you have uploaded the document from within Diligent Data Room, select Update from my files to update the document with a newer version from the same location within Diligent Data Room.

Note

To upload a new document with the same name as a newer version from your computer or network, use drag and drop or Choose from disk. In the message that appears, confirm that you want to create a new version.

Update a document that you have already delivered

  1. Ask the Reviewer, Approver, or Administrator via the chat feature in the lower part of the screen to reject the document or to request a change.

  2. After your delivery has been rejected or a change has been requested, you will be asked to provide an updated version of the document. Follow the steps above to do so.

For more information, go to Use the chat feature.