Projects & workflows · Guide 08B

Upload and customise a Data Room template folder structure

Source incomplete: the supplied file contains organisation guidance, not template customisation instructions.

2 min readDownload guide
Source incomplete. This attachment is named for uploading and customising a Data Room template folder structure, but its body contains guidance about creating and switching organisations. The requested step-by-step instructions were not supplied. No missing steps or permissions have been inferred. The download preserves the supplied document; contact Due support for the correct version.

1. Template customisation instructions not supplied

The attachment does not describe editing a template index or customising the folder structure.

The separate Data Room setup guide includes the supplied .xlsx import procedure. It does not explain how to customise the spreadsheet.

2. Organisation text in the supplied file

The following organisation guidance is present in the supplied document. It is not a procedure for the topic named in this guide.

Overview

A service provider working with multiple clients may want an organisation for each client to keep them separate. Each project is separate from other projects.

Create a new organisation

Creating a Due account creates your first organisation, which you automatically join as the Account Owner. To create another organisation, follow the prompts from the organisation switcher in the navigation bar.

Navigate between organisations

After creating another organisation, use the organisation switcher in the navigation bar to switch between organisations.

Subscription availability

Your subscription may not include more than one organisation. Contact info@doitwithdue.com to confirm.

For account setup, see Create your Due account and organisation.