This article gives an overview of how the Shoobx data room works. We also have articles about sharing information in your data room with existing investors, with potential investors, and with people on your team. 

• Overview
• Managed, unmanaged, and missing documents
• Upload and organize documents

Overview

The Shoobx data room is where all your documents are stored once they're generated or uploaded on the platform. The data room is built to make Due Diligence easier, and features advanced tools for providing access to the right people.

The data room panel is available on the company dashboard. The folders that each user sees will depend on their access level. 

Managed, Unmanaged, and Missing documents

Documents in the data room fall into three categories:

Managed documents

• Documents generated by Shoobx
• Documents you upload during a Shoobx workflow

These documents cannot be moved or deleted.

Unmanaged documents

• Documents added directly to the data room using the “Upload a Document” button

These documents can be moved between folders and/or deleted.

Missing Documents

Missing documents are documents that were deferred during a workflow or during onboarding. By sliding the Missing Documents Only toggle, you can see all of these documents. To upload the document, simply click the title of a missing document and select "re-upload document" at the top left of the screen.

Uploading Documents Directly into the Data Room

STEP ONE

Choose the folder your document should be uploaded to.

STEP TWO

Click the Upload button on the upper righthand side of the screen.

STEP THREE

Select the file(s) from your computer.

Creating a New Folder

You can create new folders in your Shoobx data room by selecting any of the folder icons on the main data room screen or within an existing folder.