Manage content in a Dropbox DocSend Space (data room)

Add content to your Space (data room) to prepare it for sharing by uploading files, adding content from your library, or connecting apps to import content. 

You can update, remove, and restore content in your Space at any time, even after sharing, and notify visitors when updates are made. Learn more about Space notifications.

Add content to a Space

You can add content to a Space before and after sharing it with external visitors. The Home library folder supports up to 200 files. 

To add content to a Space from a device:

1. Log in to docsend.com.
2. Tap Spaces.
3. Create or select an existing Space.
4. Tap Add content.
5. Tap Files or Folder to add content from your device.
   • You can also add content from connected cloud storage accounts such as Google Drive, Dropbox, OneDrive, Box, Egnyte, and SharePoint.
6. Tap Open or Upload.
7. Tap Upload again to confirm.

Your newly uploaded files should now be added to your Space. 

Upload content to a Space from your library

1. Log in to docsend.com.
2. Click Spaces.
3. Create or select an existing Space.
4. Click Add content.
5. Select Add from content library from the dropdown menu.
6. Click Add to Space or Upload. 

You can also move content by dragging and dropping it into empty Spaces.

Undo upload content

If you uploaded the wrong content and want to undo that action, click X (remove) beside the content you wish to remove, or click Cancel.

Request files in a Space

Create a file request to allow visitors to upload files directly into your Space. Uploaded files are immediately visible to collaborators. Learn more about file requests. 

To create a file request:

1. Log in to docsend.com.
2. Click Spaces.
3. Select the Space you’d like to request files from.
4. Select Request files.
5. Select Request files from anyone or Request files from a specific person.
6. Complete the file request fields.
7. Click Change folder to update where the uploaded files will live.
8. Click Create file request.
9. Click Select a space link to share the Space link so you can start collecting uploads.

File requests are tied to the Space and can be managed directly from your Space or removed at any time. Deleting a request can't be undone.

Content accessibility in a Space

You can manage content accessibility in a Space at any time, even after sharing the Space.

To manage Space accessibility:

1. Log in to docsend.com.
2. Click Spaces.
3. Toggle Active to Yes or No next to the Space you’d like to manage accessibility for.

To manage content accessibility:

1. Log in to docsend.com.
2. Click Spaces.
3. Click your Space. 
4. Toggle Visible to Yes or No next to the content you’d like to manage accessibility for.

You can update existing content in a Space from Content library. When you update content, all associated links will automatically update to reflect the latest version. Learn more about updating content.

Remove or restore content in a Space

Move content to Trash to archive it. Content moved to Trash is archived, not deleted and can be restored at any time, however archived content isn’t visible to visitors.

How archiving works

• Archived content doesn’t count toward your asset limit.
• You can restore content at any time, and it will become searchable again.
• Removing content from a Space doesn't affect historical visit data however, deleting content from the Content page is permanent and irreversible. Learn more about deleting content.
• You can't move a Space folder if it contains more than 200 assets.
• Visitors aren’t notified of changes unless automatic notifications are enabled.

To remove content:

1. Log in to docsend.com.
2. Click Spaces.
3. Select your Space. 
4. Click (more options) next to the desired content.
   • Note: Content can also be dragged and dropped in and out of Trash.
5. Select Move to trash.

To restore content:

1. Log in to docsend.com.
2. Click Spaces.
3. Select your Space. 
4. Click  (more options) next to your content.
5. Select Restore to home.

Organize content with Space folders

Space folders and folder structures

Space folders help you group content into subfolders by stage, topic, or workflow.

You can create a folder structure in several ways:

• Create folders manually.
• Import from another Space.
• Use a template.
• Upload a CSV file.
• Use AI Organize to generate a structure.

Each Space can hold: 

• 2,000 assets (Advanced, Enterprise)
• 4,000 assets (Advanced Data Rooms)

Each folder can contain up to 200 assets, and subfolders count toward your Space’s total asset limit. Folders can’t be shared individually however, the Space link can be shared. Learn more about file upload limitations.

Create a folder in a Space manually

To create a single folder:

1. Log in to docsend.com.
2. Click Spaces.
3. Click an existing Space or create a new Space.
4. Click Create folder.
5. Name your folder and click Create.

You can now click the new folder and add content.

To import a folder structure from another Space:

1. Log in to docsend.com.
2. Click Spaces.
3. Click Create Space.
4. Click Another Space next to Or import a folder structure from, under the prompt box. 
5. Type the name of the Space in the search box.
6. Select your Space. 
7. Click Add to Space to finalize adding the folder structure to your newly created Space.

To import a folder structure from a template:

1. Log in to docsend.com.
2. Click Spaces.
3. Click Create Space.
4. Click Template next to Or import a folder structure from, under the prompt box. 
5. Type the name of the template in the search box or click Show more to see all available templates. 
6. Select the template.
7. Click Add to Space to finalize adding the folder structure to your newly created Space.

To import multiple folders from CSV:

1. Log in to docsend.com.
2. Click Spaces.
3. Click an existing Space or create a new Space.
4. Click Create folder.
5. Click Import from CSV.
   • Note: When you import a .csv, the format should show the indexing information in column A and the folder names in column B.

Important considerations

• Folders are not searchable within a Space.
• Grouping folders into sections can improve navigation.
• Duplicating a Space copies its folders and content.
• Moving content between folders does not apply to sections.
• If you downgrade from a plan that supports Space folders, those Spaces will be disabled. To restore access to the folders move them into Archive. 

How to download the index of a Space

Indexing assigns numbers to files so you can easily locate and reference them without needing to remember file names. Owners and collaborators can enable indexing for a Space at any time. Index values remain consistent for all viewers, even if they don’t have access to every file.

To enable indexing for a Space:

1. Log in to docsend.com.
2. Click Spaces.
3. Create a new Space  or click an existing Space.
4. Click Organize.
5. Click Turn on indexing. 

Users should now see an Index column next to each asset in their data room. Documents will automatically be indexed as they’re uploaded.

To download an index (admins or collaborators):

1. Log in to docsend.com.
2. Click Spaces.
3. Select your Space.
4. Click  (more options) in the top right.
5. Click Download index.

The downloaded index includes content numbers, files names, URLs, types, descriptions, enabled status, and the date of the latest update.

To download an index (visitors):

1. Log in to docsend.com.
2. Click Spaces.
3. Select your Space.
4. Click Export index in top right.

The downloaded index includes content numbers, files names, URLs, types, and descriptions.

Download a Space, a folder, or specific files

You can download an entire Space, download a folder, or download specific files from a Space. 

To download an entire Space:

1. Log in to docsend.com.
2. Click Spaces.
3. Select your Space. 
4. Click   (more options).
5. Select Download space.

Your folders will download as a ZIP file, and a message at the bottom of your screen will let you know when the download is finished.

To download folders from a Space:

1. Log in to docsend.com.
2. Click Spaces.
3. Select your Space. 
4. Click  (more options) to the right of the folder you want to download.
5. Click Download folder. 

A ZIP file of your folder will be found in your “Downloads” folder. 

To download a specific file from a Space:

1. Log in to docsend.com.
2. Click Spaces.
3. Select your Space. 
4. Click on the desired file.
5. Click  (more options).
6. Click Download. 

Your content will be found in your “Downloads” folder.