Build, edit, or expand your VDR room template.

Planning your consistent folder and sub-folder template is the first step in a successful VDR business process. Templates will allow you to rapidly and consistently add rooms to your VDR.

You may build your folder structure from scratch or zip upload it from the room rather than utilize the template. You must have at least one new folder in any room to permit uploads.

1. Navigate to the Template section in the left-side menu.
2. We have provided an industry example of a "Sell-Side" folder template.
   • You may keep this, use it as a base to edit, or create your own.
3. You may add folders or sub-folders in the menu above the template.
4. Creating a new template process is available at the top right of this same interface.
5. Pad Numbers with Leading Zeros: Use leading zeros for numeric values to maintain proper order (e.g., 001, 002 instead of 1, 2).

  

 

Adding a folder to a template.

Adding a Sub-Folder to a template.

 

Create a New Template or delete the existing template.

Pad Numbers with Leading Zeros: Use leading zeros for numeric values to maintain proper order (e.g., 001, 002 instead of 1, 2).