The Documents page provides two main layouts: IRL (by Information Request List) and Folder. You can switch between them using the toggle at the top of the page. This article explains how the Folder view works. For categorization by document type, see The IRL view.
What is the Folder view?
The Folder view lets you browse all files in your data room exactly as they are arranged in the connected source (your VDR or cloud storage). Unlike the IRL view—which groups files by document type—the Folder view displays the original folder and file structure, making it straightforward to locate a file by its original path.
For Project workspaces (not M&A data rooms), the Folder view is the primary way to browse files, as there is no IRL for Projects.
Navigating folders
The left sidebar lists all connected sources and their folder trees. Click a source to reveal folders, then click any folder to display its files in the main panel.
The file list
Each row in the file list shows:
File name — click to open the Document viewer
Categorization badges — the IRL document types assigned (if any)
Jurisdiction and legal entity — where applicable
Reviewers — avatars for team members who have marked the file as reviewed
Warnings — if Emma detected an issue (for example, uncertain categorization or processing errors)
Disclosure bundle indicator — if the file belongs to a disclosure bundle
Per-file actions
Click the menu icon (three dots) on a file row to:
Open the Document viewer
Categorize the file (open the categorization wizard)
Mark as reviewed/unreviewed
Update jurisdiction or legal entity
Add or remove from a disclosure bundle
Delete the file
Bulk actions
Use the checkboxes to select multiple files. The bulk action bar will appear:
Categorize all selected files
Mark as reviewed or unreviewed
Update jurisdiction or legal entity in bulk
Delete multiple files
Compare selected files
Adding files
Open the ⋯ (three dots) menu in the toolbar (hover for the Manage sources tooltip). Under Add, choose Source or files to link a new data room integration or manually add files. For detailed steps, see Data Room Connections & File Upload.
Filtering files
Use the Filters button in the toolbar to focus the file list by review status, duplicates, jurisdiction, legal entity, or date added. For advanced filtering, see Filtering documents.
If you need additional help using the Folder view or encounter any other problem, don't hesitate to reach out through the chat bubble in the bottom right or contact [email protected].