Data Room files: How folders, versions, and file management work

Files inside a Data Room are managed from the folder or document view.

You can usually:

If you upload an updated version of the same file, Undo may keep it as a new version of the existing document instead of treating it as a completely separate file. This helps keep the file history in one place.

Inside the file view, you can check previous versions and remove versions that should no longer be used, if your permissions allow it.

This is useful when a document changes over time, for example:

If a file is in the wrong folder, move it rather than uploading another duplicate. This keeps the Data Room cleaner and makes it easier for investors or advisers to find the right document.