What is the Data Room?
Manage all your documents in Ledgy’s Data Room — including:
Transaction and stakeholder documents generated using template workflow automation
Uploaded documents (e.g. plan documents) that can be attached to plans, investor updates, etc.
Custom folders created in Ledgy
How do I manage documents?
Documents generated using the templating workflow are created and stored in the Data Room - and linked to the relevant transaction. Upload external documents (Word, Excel, PDF, Ppt) to use them on transactions or send to stakeholders in Ledgy.
Share: share any document with individual stakeholders and stakeholder groups to make the document available in their portfolio’s ‘Documents’ section
Sign: draft signature requests ready to send to stakeholders from the ‘Signatures’ page
Connect: easily find the individual transaction or signature request related to the document generated on a transaction.
Find: use filters to find documents related to a specific stakeholder, from a given date, and by category of document (e.g plan type)
How do I delete and restore documents?
When you delete a document, Ledgy moves it to Recently deleted for 30 days. During that time, you can restore it or permanently delete it sooner.
Delete documents or folders
Go to Documents → Data Room.
Select the documents or folders you want to delete.
Click Delete and confirm.
Important: Folders are permanently deleted and cannot be restored. Documents inside a deleted folder are moved to Recently deleted and can still be restored.
Deleting a document removes its original folder location, transaction links, signature links and other record links. These links are not recreated if you restore the document.
Restore or permanently delete documents
Go to Documents → Data Room → Recently deleted.
Select one or more documents.
Choose Restore to return them to the top level of the Data Room, or Permanently delete to remove them immediately.
Your role needs permission to edit Documents & Signatures to access Recently deleted. View-only permission is not sufficient.
How do I use folders? I have a lot of documents!
Good news! Use custom folders in the Data Room and sort documents (e.g by stakeholder, or by category) and share them with collaborators via URL link. There is no limit to the number of folders you can create.
Creating & moving documents to a folder
Create a folder, give the folder a name and optionally, a colour
Filter for documents and move them to the new folder
Sharing a folder
Select the folder and click ‘share’ to generate the folder URL.
Searching across folders
Search for documents globally, regardless of whether they’re sorted into folders. This way, you won’t lose track of documents no matter how many folders you create.
