Set Folders and Documents Offline

Overview

When you set folders or documents offline in a live project, that content becomes only available to Content Administrators. Content can either be uploaded in an offline state, or set offline once it is in the data room.  

When are offline documents useful?

The most common ways users benefit from offline content are:

1. Suppressing notifications: If Administrators would like to upload content ‘silently’, the Set Offline checkbox (bottom left) in your upload options can be selected to upload the content offline. Setting the content online will not trigger a notification. (See this article for guidance on triggering manual notifications: Manual Email Notifications
   
   
   
   
2. Staging: If Administrators would like to get a secondary area of the data room ready for the next stage of their process (ie. post-LOI, secondary diligence, special requests, etc), offline folders are an easy way to work privately within your live deal.

To set existing content offline, simply click the drop-down menu next to it and select Set Offline.

Important Notes

• If a folder is offline, anything that is uploaded into that folder will automatically also be offline.
• The ‘Date Added’ reflects the original upload date and is not impacted by when other users are given access to the content. 
• When content is put online, no notifications automatically generated. If you would like to push notifications manually, you can do so - see this guide.