Create a new Microsoft file in Diligent Data Room

You don't have to leave your data room if you want to create a new Microsoft (MS) file. You can create a new Word document, Excel workbook, or PowerPoint presentation within your Data room.

Note

This option is only available if Microsoft Office is enabled for your organisation.

  1. In your data room select New on the toolbar.

  2. Select the MS file type you want to create from the menu.

  3. Enter the file name and select Create.

    The file opens in a new tab.

  4. Close the tab to save your work.

Tip

You can create a file, save it to your folder, and add content later.