What's new?

We’ve released some usability improvements to Documents that provide Admins more flexibility to make updates to Data Rooms and Templates. 

What's important or valuable about this change?

When managing documents, Admins now have the flexibility to:

• Delete or rename data rooms, the folders inside a data room, and any files they’ve uploaded to the data rooms
• Delete or rename the interest agreement templates that are used for agreement execution, which allows you to simplify the end-to-end interest issuance workflow with fully executed legal agreements

What do I need to do?

1. On the Data Rooms page, navigate to the menu on the right side of the data room, folder, or document to rename or delete it.

1. On the Templates page, navigate to the menu on the right side of the interest agreement template to rename or delete it.

How do I learn more or get help?

For more information, please visit our support site.