Pinning Files & Folders

'Pinning' is a feature that allows you to quickly access key files or folders by holding or Pinning into place the file or folder. By assigning it an Index #, Pinning keeps the file or folder in that position in your data room.

Who can Pin files and folders in a Data Room?

Users assigned to an Admin or Manager Permission Group (or those that have the ability to Manage Users & Settings) are able to pin files and folders in your data room.

How do you Pin files and folders in a Data Room?

To Pin a file or folder, you must:

1. Right-click on a file or folder
2. Select Change Index #
3. Simply press Update Index to Pin a file or folder to its current position or type in a new Index # and Update Index.
4. You may also Unpin a file or folder by right-clicking on a pinned file or folder and pressing Unpin Indexed Position