Add a File Shortcut in a Data Room
Place a file in another folder or data room without copying it. A Peony file shortcut shows the original's name and versions and doesn't count as another document.
Last updated November 1, 2026
A file shortcut places a file in another folder or data room in Peony, a virtual data room for fundraising, M&A and due diligence, without copying it. The shortcut shows the original's name and versions, so one upload updates every room that shows the file.
Steps
- Open the folder or data room where the shortcut should go.
- Click Add content and choose File shortcuts.
- The dialog opens at All teams. Click Open on a team, then on folders, until you reach the file.
- Click Select on the file.
A toast reads Reference created, and the shortcut appears in the folder. In the dialog, a file that is already a shortcut carries a Reference tag. Selecting it points your new shortcut at the original.
How a Shortcut Behaves
- Name and content come from the original. Rename the original or upload a new version of it, and the shortcut follows.
- You can't rename it, set its thumbnail or upload a new version to it. Its menu has Open source file, which takes you to the original.
- Its place is its own. Move, Duplicate and Delete work on the shortcut, and it has its own permissions and links.
Notes and Limits
- Deleting a shortcut leaves the original in place.
- Deleting the original deletes every shortcut to it, and links to those shortcuts stop working. See Delete a file or folder.
- Shortcuts are for files. You can't make one of a folder.
Common Questions
Does a file shortcut use up my document limit?
No. A shortcut isn't counted as another document, because it holds no file of its own.
How do I update a file that has shortcuts?
Open the shortcut's menu and choose Open source file, then upload the new version there. Every shortcut then shows it.