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Files: Upload and download in bulk

Written by Gal
Updated this week

Upload multiple files to a Room at once so buyers can review everything in one place. Add files from your computer, a link, or your Library, then place them in the section that fits the content best. Buyers can select multiple files and download them in bulk from the Room. Use Files Sharing when you want two-way file exchange between your team and the buyer.

Prerequisites & Requirements

  • Plan: All plans

  • Permissions: User with edit access to the Room

  • Technical Specs:

    • Add files from file upload, link, or Library

    • Use Files Sharing for mutual file exchange with buyers

    • Buyers can upload to Files Sharing even when the section is empty

How to upload multiple files to a Room

  1. Open the Room.

  2. Add a new section.

  3. Choose one source:

    • File Upload -> Upload from your computer

    • Link

    • From Library

  4. Select multiple files.

  5. Click Save.

Which section should you use for bulk file uploads?

Use the section that matches how buyers will consume the files:

  • Links & Examples for links, case studies, and bulk file uploads

  • Files Sharing for two-way file and link sharing between seller and buyer

  • Next Steps when you want to attach files to specific tasks

  • Files tab when the Room includes a large volume of files and links

What the Buyer sees

  • The buyer sees the uploaded files in the Room.

  • In Files Sharing, the buyer can upload files back to you.

  • The buyer can still see Files Sharing even when it starts empty.

How buyers download multiple files

  1. Open the Room.

  2. Go to the section or file list.

  3. Click the checkbox next to each file you want to download.

  4. Click Download.

What the Buyer sees

  • The buyer can download one file or multiple files at once.

  • The buyer can use the same checkbox flow to select only the files they need.

How to use Files Sharing for buyer uploads

  1. Add a Files Sharing section to the Room.

  2. Share the Room with the buyer.

  3. Ask the buyer to open Files Sharing and upload the required files.

What the Buyer sees

  • The buyer sees the Files Sharing section even if no files are there yet.

  • The buyer can upload files into the section without waiting for you to upload something first.

Troubleshooting & Error States

Q: I can’t upload multiple files at once.

Answer: Use the Upload flow and select multiple files before you click Save.

Q: Buyers can’t find where to upload files.

Answer: Add a Files Sharing section to the Room or use the Files tab

Q: The buyer wants to download several files together.

Answer: Tell the buyer to select the file checkboxes, then click Download.

Q: The Room has too many files and links in one section.

Answer: Move overflow content to the Files tab or split the content across sections.

Pro-Tips

  • Use Links & Examples for curated buyer-facing resources and Files Sharing for document exchange.

  • Add Files Sharing early when you expect security questionnaires, procurement docs, or approvals from the buyer.

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