FAQs - File Manager
Q: What is the file manager?
The Diligentsia File Manager allows you to view and manage the files contained within a specific section of the Data Repository or an Expansion Pack module.
You can access the File Manager:
By clicking the “File Manager” button within a section, or
By clicking directly on files in the Repository Index.
Within the File Manager, you can:
Open files
Copy files
Move files
Edit file details
Delete files
See the origin/source of files (e.g., synced or pre-populated from Companies House)
Q: What does Diligentsia's File Manager enable me to do?
The File Manager allows you to:
Copy files between sections
Move files to different folders
Edit file information
Delete files
Open and download files
View file origin/source
Access the Deduper feature
Review file history via the Audit Log
File origins are visible where applicable, including files:
Synced from a connected Data Room
Automatically pre-populated (e.g., from Companies House)
Q: Is there an audit log to changes in the file manager?
Yes. All file-related actions are recorded in the Audit Log, including:
The user who made the change
The action performed
The date and time of the change
Q: Can I tell within File Manager where the files in the Data Repository originated?
Yes. Files may be colour-coded to indicate their source, such as:
Pre-populated files (e.g., from Companies House)
Synced files
Refer to the legend within the File Manager for clarification.
Q: What is the Diligentsia Folder Structure?
The Diligentsia Folder Structure forms the core organisational framework of the platform.
It consists of structured sections such as:
Key Investor Documents
Legal
Insurance
Financial
And other corporate categories
Plan differences:
Lite: 20 core sections
Pro: 20 sections plus approximately 140+ subfolders (including deeper sub-levels)
The full structure can be viewed within your Data Repository.
A consistent folder structure across companies helps standardise presentation and save time for advisors and investors.
Q: Can I sync files to other modules?
You can sync files to connected modules where applicable, such as:
Data Room (via Connect Data Room)
Other supported modules
Availability depends on module activation and permissions.
Q: Can I bulk-upload files?
Yes. The File Manager supports bulk uploads to allow multiple files to be added efficiently.
Q: What types of files can I upload?
Common document formats are supported, including:
PDF
Word documents
Excel spreadsheets
PowerPoint presentations
Q: Can I export files?
Yes. Files can be downloaded/exported for offline use or sharing, subject to user permissions.
Q: Can I assign permissions for file access?
Yes. Access to files and folders is controlled through User Management and Permissions in Company Settings.
Q: How do I know if a file has been edited?
All file edits and actions are recorded in the Audit Log, including:
Who made the change
When it was made
Troubleshooting – File Manager
Q: I can’t find the File Manager. What should I do?
Ensure:
You are logged in
You are inside a Data Repository or Expansion Pack section
You have the required permissions
The File Manager is accessed via the “File Manager” button within a section or by clicking files in the Index.
Q: The File Manager isn’t loading.
Try:
Refreshing your browser
Checking your internet connection
Clearing your browser cache
Using a different browser
If the issue persists, contact support.
Q: Some files are not appearing.
Check:
That the files were uploaded successfully
That they were uploaded into the correct folder
That your permissions allow visibility
The Audit Log for upload history
Q: A file upload failed.
Ensure:
The file format is supported
The file does not exceed size limits
Your internet connection is stable
Retry the upload or contact support.
Q: I can’t move or copy files.
You may not have sufficient permissions.
Check with your administrator.
Q: Can I recover deleted files?
Yes. Deleted files are moved to the Trash section within the File Manager and can be restored if needed.
Q: Why are files colour-coded?
Colour coding indicates file origin (e.g., pre-populated or synced).
Refer to the legend in the File Manager.
Q: The folder structure is not displaying correctly.
Ensure:
Your subscription supports the full structure (Pro includes additional subfolders)
The page is refreshed
Q: The Audit Log isn’t showing recent changes.
Refresh the view and confirm your permissions allow full access.
Q: I can’t sync files to another module.
Ensure:
The module is active
You have the necessary permissions
The connection (e.g., Data Room) is active
Q: Bulk upload partially failed.
Check the upload summary and re-upload failed files individually if necessary.
Q: Can I revert file changes?
There is no rollback feature. You may re-upload a previous version if needed.
All changes remain visible in the Audit Log.
Q: I can’t export certain files.
You may lack permission to download/export those files.
Q: The “Upload” button is greyed out.
Ensure:
You are in the correct folder
You have upload permissions
Your subscription supports uploads
Q: Files uploaded to the wrong folder.
You can manually move them to the correct location using the File Manager.