This training video explains the step-by-step process for uploading content into a CapLinked virtual data room workspace. To begin, users must navigate to the Files tab (0:21) and select a specific folder, as the upload button is grayed out in the root directory (0:28-0:34).
Key Upload Methods:
- Bulk Uploading (1:31 - 2:39): Users can upload large collections of folders and files at once into a single master folder. Simply select the items from your file explorer, drag them into the CapLinked workspace, and release.
- Folder-Specific Uploading (2:42 - 4:08): If the workspace requires organization, users can navigate into specific subfolders (e.g., "Capital Stock Files" or "Corporate Records") before clicking the green upload button to add documents directly to those designated areas.
Important Notes:
- Processing: After uploading, some files may appear grayed out while they undergo Optical Character Recognition (OCR), allowing the content of documents to be searched in the future (2:26-2:38).
- Notifications: Once the upload is finished, the system automatically notifies other workspace members that the content has been submitted (4:24-4:29).
