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:
