How to Download Entire Rooms from DealRoom

Downloading entire rooms from DealRoom is a straightforward process that allows you to securely store and access your data offline. In this article, we will guide you through the steps to download all the files and information related to a room effectively.

In this article we'll cover:
Downloading Data Room Files and Folders
Exporting Requests
Exporting the Audit Log
Deleting the Room (optional)
Removing the Deal Card from the pipeline

Step 1: Bulk Download Files from the Data Room

To download all the files within a Data Room, follow these steps:

Navigate to the Data Room tab.
Click on the Download All button located at the top. This will initiate a bulk download of all the files in the room.

Step 2: Export the Request List

Exporting the Request list ensures that you have a comprehensive record of all the requests made within the room. Here's how you can do it:

Go to the Requests tab.
Select All worklists from the left menu to view the complete list of requests.
Click the three-dot button in the upper right corner, positioned to the left of the blue New task button.
From the drop-down menu, choose Export to Excel. This will generate an Excel file containing the request data.



Tip: Additionally, you can export all contacts from the Permissions tab and export all activity logs from Reports > Audit log for a more comprehensive data backup.

Step 3: Exporting the Audit Log

If you'd like a record of activities in the room for the past 90 days, you can export the Audit Log.

Navigate to the Reports tab at the top.
Select the Audit Log tab from the left menu.
Use the Date filter at the top to select a date range (Maximum is 3 months).
Click the Export to Excel option at the right.

Step 4: Delete the Room (Optional)

If you no longer require the room and wish to delete all associated data, follow these steps:

Once you have completed the downloads from the Data Room and Request list, navigate to the Settings tab.
Select the General tab from the left menu.
Scroll down and locate the Delete Room button. Click on it to initiate the deletion process.



Note: Keep in mind that deleting the room will remove all data associated with it permanently. To delete the dealcard from the pipeline, reference this article.

Step 5: Remove the deal card from the pipeline (optional)

Open the deal card in the pipeline.
Underneath the Deal title, click the arrow next to "Room is deleted", then select Remove deal from pipeline option.





If you encounter any difficulties during the process or have further questions, please don't hesitate to reach out to our dedicated support team.

Relevant Articles:

How do I create a deal or a new room?
How do I import a request list?
How do I upload documents? Can I upload them to a request right away?

Updated on: 07/02/2025