Creating a Meeting Pack in the Data Room

The “Meeting pack” function is only available in the Enterprise package. The meeting pack consists of a cover page, a table of contents, and the PDF files you select. Each PDF file should have its own cover page. The meeting pack receives the name of the folder under which it is created. To allow all files to be merged together in one PDF file, the cover page and the table of contents must be converted into a template. You can also move the meeting pack to another target folder that is different from the default storage location.  

The meeting pack consists of a collection of PDF files that are located in a specific folder structure. We recommend for the data room creator or administrator to create the meeting pack, since only they can move around documents within the folder structure, if necessary. If a person other than the data room creator compiles a meeting pack, this person should, at a minimum, have read and write permissions in the data room.

Creating a Simple Meeting Pack

Proceed as follows:

Use the “Simple Meeting Pack” function for this purpose.

You can now combine all of your PDFs into a single PDF file as a meeting pack. Use the “Simple Meeting Pack” function to merge all of your PDFs into a single file in the respective folder and to use the pre-selected templates for the cover page and the table of contents.

• You received the templates for the cover page and the table of contents customized for your meeting pack from us.
• Click on the “+” icon in the toolbar at the top of the screen.
• Then select “ Meeting pack .”
• If you click into the upper data window , you can view examples of a folder structure for a simple meeting pack.
• Create a folder structure similar to the example shown in the illustration. The left side of the illustration shows the folder structure in the data room. On the right, you can see the corresponding implementation in the meeting pack.
• Select “ Simple Meeting Pack ” in the upper data window.
• Under “ Source directory ,” select the folder under which you want to store the meeting pack based on the predefined structure .
• Under “ Target directory ,” select the folder under which you subsequently want to store the meeting pack .
• Select the template for the cover page .
• Select the template for the table of contents .
• Click on “ CREATE MEETING PACK .”

Open the folder in which the meeting pack was stored. The meeting pack received the name of the parent folder. The meeting pack contains all of the PDF files.

Creating a Structured Meeting Pack

Proceed as follows:

Use the “Structured Meeting Pack” function for this purpose.

• You received the templates for the cover page and the table of contents customized for your meeting pack from us.
• Click on the “+” icon in the toolbar at the top of the screen.
• Then select “ Meeting pack .”
• If you click into the upper data window , you can view examples of a folder structure for a structured meeting pack.
• Create a folder structure similar to the example shown in the illustration. The left side of the illustration shows the folder structure in the data room. On the right, you can see the corresponding implementation in the meeting pack.
• Select “ Structured Meeting Pack ” in the upper data window.
• Under “ Source directory ,” select the folder under which you want to store the meeting pack based on the predefined structure.
• Under “ Target directory ,” select the folder under which you subsequently want to store the meeting pack .
• Select the template for the cover page .
• Select the template for the table of contents .
• Click on “ CREATE MEETING PACK .”

Open the folder in which the meeting pack was stored. The meeting pack received the name of the parent folder. The meeting pack contains all of the PDF files.