[{"data":1,"prerenderedAt":245},["ShallowReactive",2],{"guide:\u002Finternal\u002Fdata-room\u002Fplace-documents-in-the-dataroom":3,"related:\u002Finternal\u002Fdata-room\u002Fplace-documents-in-the-dataroom":238},{"id":4,"title":5,"audience":6,"body":7,"canonical_url":212,"collection":213,"description":214,"extension":215,"feature_flags":216,"is_draft_preview":217,"legends":218,"meta":221,"navigation":222,"order":223,"path":224,"reading_minutes":206,"related":225,"seo":229,"slug":230,"status":231,"stem":232,"tour_ids":233,"type":235,"updated_at":236,"__hash__":237},"guides\u002Finternal\u002Fdata-room\u002Fplace-documents-in-the-dataroom.md","Place documents in the Dataroom","internal",{"type":8,"value":9,"toc":204},"minimark",[10,14,19,45,49,112,116,131,135,161,175],[11,12,13],"p",{},"Give every Workspace file its place in the numbered Dataroom. A placed file keeps its original upload; the Dataroom shows it under the placeholder's name and index number.",[15,16,18],"h2",{"id":17},"before-you-start","Before you start",[20,21,22,31],"ul",{},[23,24,25,26,30],"li",{},"The files are uploaded and show ",[27,28,29],"strong",{},"Ready"," in the Workspace.",[23,32,33,34,39,40,44],{},"The Dataroom has folders or placeholders to place into. See ",[35,36,38],"a",{"href":37},"\u002Finternal\u002Fdata-room\u002Fbuild-the-dataroom-structure","Build the Dataroom structure"," and, for the model behind it, ",[35,41,43],{"href":42},"\u002Finternal\u002Fdata-room\u002Fhow-the-dataroom-index-works","How the Dataroom index works",".",[15,46,48],{"id":47},"steps","Steps",[50,51,52,76,97],"ol",{},[23,53,54,55,58,59,62,63,66,67,70],{},"On ",[27,56,57],{},"Files › Workspace",", open a file's ",[27,60,61],{},"⋮"," menu and select ",[27,64,65],{},"Place in Dataroom",". To place several files at once, tick them and use the place action in the toolbar.",[68,69],"br",{},[71,72],"img",{"alt":73,"src":74,"title":75},"The file menu with Place in Dataroom, Redact, Access History and other actions","\u002Fmedia\u002Fplace-documents-in-the-dataroom\u002Fworkspace-file-menu.png","Every Workspace file has the same menu.",[23,77,78,79,81,82,85,86,89,90,92],{},"In ",[27,80,65],{},", search or browse for the destination folder or placeholder and select ",[27,83,84],{},"Place here",". The ",[27,87,88],{},"Destination"," line at the bottom shows the path you chose.",[68,91],{},[71,93],{"alt":94,"src":95,"title":96},"The Place in Dataroom dialog with the search narrowed to clinical trial placeholders","\u002Fmedia\u002Fplace-documents-in-the-dataroom\u002Fplace-in-dataroom.png","Search by placeholder name to find the slot without expanding the tree.",[23,98,99,100,103,104,106,107,111],{},"For many files at once, let the app propose the placements instead: ",[27,101,102],{},"Scan Workspace"," in the Dataroom's ",[27,105,61],{}," menu creates a suggestion for every unplaced file that clearly fits a folder or placeholder, and you accept or correct them in one review. ",[35,108,110],{"href":109},"\u002Finternal\u002Fdata-room\u002Fplace-documents-with-ai","Place documents with AI"," covers it.",[15,113,115],{"id":114},"check-the-result","Check the result",[11,117,118,119,122,123,126,127,130],{},"The Workspace's ",[27,120,121],{},"Index"," column shows the reference of each placed file, for example ",[27,124,125],{},"3.2.1.1"," for the clinical trial interim results. On the ",[27,128,129],{},"Dataroom"," tab the file is listed under its placeholder, and the completion indicator at the bottom counts one more filled placeholder.",[15,132,134],{"id":133},"if-something-goes-wrong","If something goes wrong",[136,137,139],"problem",{"title":138},"A file went to the wrong folder",[11,140,141,142,145,146,149,150,152,153,156,157,160],{},"Place it again in the right slot: the app asks ",[27,143,144],{},"Replace existing placements?"," and ",[27,147,148],{},"Place anyway"," moves the file and removes its old placement. Or, on the Dataroom tab, open the file's ",[27,151,61],{}," menu and choose ",[27,154,155],{},"Move",". In Preparation you can move and remove placements freely. In a published data room a placed file is visible straight away to buyer groups with access to that folder; moves are recorded and removing a file is a ",[27,158,159],{},"Retract",". A locked data room cannot be changed.",[136,162,164],{"title":163},"Update the Dataroom numbering first",[11,165,166,167,170,171,44],{},"A published Dataroom created before the current numbering scheme needs a one-time update before files can be placed. Select ",[27,168,169],{},"Recreate index numbers",", check the preview, and the placement continues on its own. See ",[35,172,174],{"href":173},"\u002Finternal\u002Fdata-room\u002Fhow-data-room-publication-works","The data room lifecycle",[136,176,178],{"title":177},"A message appears after placing",[20,179,180,186,192,198],{},[23,181,182,185],{},[27,183,184],{},"… files were skipped — already in the Dataroom or awaiting an AI suggestion."," Those files already have a place or a pending suggestion; review suggestions first, or place them again to replace the placement.",[23,187,188,191],{},[27,189,190],{},"A folder can't go into a single-file slot. Pick a Dataroom folder instead."," Placeholders take single files; choose a Dataroom folder for a folder.",[23,193,194,197],{},[27,195,196],{},"The Dataroom is busy with another change."," Wait a moment and try again; files already placed are kept.",[23,199,200,203],{},[27,201,202],{},"Part of the folder was placed. Run it again to finish."," Place the same folder again; files already placed are skipped.",{"title":205,"searchDepth":206,"depth":206,"links":207},"",2,[208,209,210,211],{"id":17,"depth":206,"text":18},{"id":47,"depth":206,"text":48},{"id":114,"depth":206,"text":115},{"id":133,"depth":206,"text":134},"https:\u002F\u002Fdocs.vdr.valutico.dev\u002Finternal\u002Fdata-room\u002Fplace-documents-in-the-dataroom","data-room","Move uploaded files into their Dataroom folders and placeholders, by hand or by reviewing AI suggestions.","md",[],false,{"place-in-dataroom":219},[220,84],"Search Dataroom folders and placeholders",{},true,7,"\u002Finternal\u002Fdata-room\u002Fplace-documents-in-the-dataroom",[226,227,228],"how-the-dataroom-index-works","place-documents-with-ai","build-the-dataroom-structure",{"title":5,"description":214},"place-documents-in-the-dataroom","published","internal\u002Fdata-room\u002Fplace-documents-in-the-dataroom",[234],"ai-organized","task","2026-09-29T13:21:45+02:00","_P93MwI40oxAU0c5qkaoMHtz3M83UFLjzI7i7yuAMpQ",[239,241,243],{"title":38,"description":240,"path":37,"audience":6,"slug":228},"Create or adjust the numbered folders and placeholders external users will navigate, and describe what belongs in each.",{"title":43,"description":242,"path":42,"audience":6,"slug":226},"Folders, placeholders, index numbers and mapped files: the model behind the Dataroom, and every control that shapes it.",{"title":110,"description":244,"path":109,"audience":6,"slug":227},"Let the app propose a Dataroom slot for every uploaded file that clearly fits, then accept, retarget or reject each suggestion.",1790706827435]