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.

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 also 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. 

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.

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. If you select Delete from the Content library, content is moved to the ‘Deleted content’ folder, not Trash. It will be permanently deleted after 30 days. Learn more about deleting content.
• Visitors aren’t notified of changes unless automatic notifications are enabled.

Move content in a Space

To move one or more items in a Space: 

1. Log in to docsend.com.
2. Click Spaces.
3. Click your Space. 
4. Check the checkbox beside the item or items you want to move.
5. Click Move.
6. Click Change to choose a destination folder.
7. Click Move.

Organize content with Space folders

Organize content in your Space using folders, folder structures, sections, templates, or AI Organize. Learn more about AI Organize for customers on the Advanced Data Rooms plan.

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.
   •  To hide the folder from visitors, click Change beside Folder will be visible to Space visitors and use the toggle to choose Hidden from Space visitors.
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. Click 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. Choose 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.

Filtering content (visitor)

To filter content:

1. Click Recently added on the right-hand side. 
2. Under Home click the drop-down menu to filter files by days last recently added. 
   • Note: This feature won’t be shown if the Admin has turned it off. 

 

Managing content filter (admin)

To manage the content filter:

1. Click the Space you want to manage. 
2. Click ☑(more options) next to Preview, on the right-hand side. 
3. Click Turn off recently added filter under Visitor experience. 

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 folders, files, or an index from a Space

You can download an entire Space, download a folder, or download specific files from a Space. Advanced Data Room customers can also download the index of a Space. Learn more about downloading a Space or downloading items from a Space.