How to create a new data room from a template
How to Create a new Data Room from a Template
- Begin with going to the Data Room Selector. Click on the name of the Data Room in the upper left-hand corner under the logout link. A drop-down list will appear with the option to choose Data Room Selector.
- Once in the Data Room Selector, if the privilege to create Data Rooms has been granted, click on the right the link Create Data Room.
- A new window should appear with the titled, “Create Data Room.” The second option down in the pop up should be titled, “Choose Template.” Click and open the drop-down list associated with the title.
- Choose from the template options available to create a new Data Room from.
- Name your Data Room.
- Click the OK button.
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