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How to upload files to any folder in Pulley's Data Room
How to upload files to any folder in Pulley's Data Room
Christian McGrew avatar
Written by Christian McGrew
Updated over a week ago

This article will be relevant if:

  • You are a cap table admin

  • You need to upload a file to the Data Room to a specific folder, but can't find how

The Pulley Data Room is split in two sections: The Auto-Generated Documents, and Your Documents.

You can only directly upload files to the folders you create under Your Documents, using the three-dot icon on the same row as the folder.

Once the file is uploaded, you can drag-and-drop it into any other folder, including the ones in the Auto-Generated section. And so, that is one way you can upload files to those folders.

First, you upload the file on a created folder:

Then, you can drag-and-drop it into an auto-generated folder:

Aside from this trick, the Auto-Generated documents draw from the attachments on your cap table's securities. So, another way to upload a file under "Equity plans" for example, would be to navigate to the particular grant that file is tied to and attach it there using the "Choose File" button under Documents:

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