Creating a Dataroom

A dataroom is the central workspace where you organize and analyze documents for a company or transaction. Every document you upload, every entity Equall extracts, and every workflow you run lives inside a dataroom.

When you first log in and have no datarooms yet, the Datarooms page shows an empty state with the message "Upload a company data room to get started." You can drag and drop files directly onto the page, or click Choose File to browse your computer. If cloud integrations are enabled, you'll also see options to import from iManage, Box, or Google Drive.

Uploading a file from this screen automatically creates a new dataroom and begins processing your document.

When you have existing datarooms, click the New Data Room button near the top of the Datarooms page. This opens a data source selector where you can choose how to add your documents:

• Upload Files — Select files from your computer. Clicking this creates a new dataroom and takes you to its page, where you can drag and drop files or browse to upload.

• iManage — Import documents from a connected iManage workspace.

• Box — Import from a connected Box account.

• Google Drive — Import from a connected Google Drive account.

If only one upload source is available, clicking New Data Room takes you directly to the new dataroom without showing the selector.

You can also drag and drop files anywhere on the Datarooms page. If you're on the list view with existing datarooms, dragging a file opens the upload flow and creates a new dataroom automatically.

Once you've selected files and the upload begins, Equall shows your progress:

1. Reading dataroom... — Equall is preparing to process your files.

2. Uploading — Your files are transferring, with a percentage indicator showing progress.

3. Processing — Documents are being parsed, classified, and analyzed by Equall's AI pipeline.

4. Completed — Processing is finished and all features are available.

You're redirected to your new dataroom's page once the upload completes, where you can track document processing progress in real time.

Inside an existing dataroom, the button reads Add Documents instead of "New Data Room." Clicking it opens the same data source selector, but files are added to the current dataroom rather than creating a new one.

After creating a dataroom, you can customize it:

Name — By default, datarooms are named "Data Room - [date]" (e.g., "Data Room - Mar 02, 2026"). Click the name to rename it to something more descriptive, like the company name or transaction.

Description — Add optional notes or context about the dataroom.

The following formats are accepted:

• PDFs (.pdf)

• Word documents (.doc, .docx, .odt)

• Excel spreadsheets (.xls, .xlsx, .xlsm, .ods)

• ZIP archives (.zip) — contents are automatically extracted and processed individually

• You can create up to 7 datarooms per day (limits may vary by plan).

• Individual file uploads support files up to 10 GB.

• There is a rate limit of 5 dataroom creations per minute.