The information in this article applies to customers on DocSend Advanced, Advanced Data Rooms, and Enterprise.
Once you’ve created a Space, it’s time to add some content. Depending on which plan you’re on, you can add up to 4,000 assets to a single Space. If you’re on the Advanced, Advanced Data Rooms, or Enterprise plan, you can use Space folders to further organize your content. Learn more about file upload limitations.
You can notify your visitors whenever you update content, keeping them in the know of any changes to the Space you’d like to share. Learn more about Space notifications.
Important:
New content can be added to a Space before and after the Space has been shared with external visitors.
Important: Your home library is a folder that can hold up to 200 files.
Upload content to a Space from your device
To ensure that all files are added to Shared Folders > Shared Space Uploads by default:
Your newly uploaded files should now be added to your Space.
Note: You can set up automatic notifications for visitors that will alert them whenever a new document version or content is added to a Space. Learn more about Space notifications.
Upload content to a Space from your library
You can also move content by dragging and dropping it into empty Spaces.
Important: By default, all Spaces you create are visible to your teammates, including the space name and folder structure. Account owners, team admins, and collaborators can view all content added to a Space, even if it’s in a personal folder, or they don’t have access to where that content is stored in the content library. Learn more about collaborating in a Space.
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.
You can set up a file request in your Space so that your visitors can upload files directly into your Space. Any uploaded files will be immediately visible to anyone with access to your Space. Learn more about file requests.
Note: A Space file request doesn't have its own link as it's directly tied to the Space. Space file requests can be removed from the Space and placed in the Space trash folder.
To create a file request:
Once complete, you can manage your Space file requests directly from your Space or through the file requests page. To remove a Space file request from your Space, you can follow the steps listed in Remove Content from Spaces. If you’d like to delete the request, you can do that through the file requests page.
Note: Deleting a file request can't be undone.
Content in Spaces can be disabled or updated even after the Space link has been shared. Here’s how it works:
To update a Space’s accessibility toggle Active to Yes or No.
You can update existing content in the Space with a new version by updating it from the Content page. When you update content, all associated links will automatically update to reflect the latest version. Learn more about updating an existing document.
You can remove content and folders from a Space by moving them into the archive. The trash folder is designed to help you easily manage and streamline content within a Space.
Important: Content moved into the archive is archived, not deleted, and can be restored to its original state in the Space at any time. The archive isn't visible or accessible to visitors.
You can move content from a Space to the archive in two ways:
Content from the archive can be moved back to the Space by dragging and dropping it from Trash into Home in the left sidebar, or by clicking (more options) to the right of the file, then selecting Restore to Home.
Important notes:
Note: This feature is limited to Advanced, Advanced Data Rooms, and Enterprise plan customers.
Similar to Space sections, Space folders allow you to organize content into subfolders. This can also be used to highlight documents throughout different stages or topics and provides a more navigable viewing experience for visitors.
Note: The “Home” folder name can't be edited.
To import multiple folders:
Note: When you import a .csv, the format should show the indexing information in column A and the folder names in column B.
Downgrading from Advanced to Standard will disable any Spaces utilizing Space folders. To reactivate the Space, you can either:
Note: You can't move a Space folder if it contains more than 200 assets.
Note: This feature is limited to Advanced Data Rooms customers.
Indexing allows you to efficiently locate and reference files without having to remember the file name. Owners and collaborators can turn on indexing for a Space (data room) at any time. Index values should be the same for any user viewing the Space (data room), even if they don’t have access to certain files within that Space.
To enable indexing for a Space (data room):
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:
The downloaded index includes content numbers, files names, URLs, types, descriptions, enabled status, and the date of the latest update.
Note: A visitor index will only show content that’s enabled for the person who downloads it.
Note: This feature is limited to Advanced Data Room customers.
You can download an entire Space, download a folder, or download specific files from a Space.
To download folders from a Space:
To download a specific file from a Space:
Your content will be found in your “Downloads” folder.
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