How do I export a list of everything in my data room?

Open the room and click Export. Choose Index report to hand over, or Index for a spreadsheet.

How do I export a list of everything in my data room?Watch on YouTube

Steps

  1. Open the room and click Export.
  2. Choose Index report to hand over, or Index for a spreadsheet.
  3. You get every folder and file name in one document, under your business name if you've added one and we've approved it.
  4. Empty folders are listed too, so they can see what's still to come.
  5. The spreadsheet version has paths, sizes and upload dates.
  6. Only a workspace owner or admin can export the index, and every index export is recorded.

Transcript

Need to show a lender or auditor what's in your data room, without sending the documents?

Open the room and click Export.

Choose Index report to hand over, or Index for a spreadsheet.

You get every folder and file name in one document, under your business name if you've added one and we've approved it.

Empty folders are listed too, so they can see what's still to come.

The spreadsheet version has paths, sizes and upload dates.

Only a workspace owner or admin can export the index, and every index export is recorded.

Data room permissions, access groups & document controls