Add a Folder Template to a Data Room
Fill an empty Peony data room or folder with a ready-made folder structure. Use template offers Build with AI, a Logo Package and a Data Room template for due diligence, with a preview before you add it.
Last updated October 20, 2026
An empty data room or folder offers Use template, so you can start from a ready-made structure instead of creating every folder by hand. You see the folder tree before anything is added.
Steps
- Open an empty data room or folder. The empty state reads This data room is empty (or This folder is empty) with two buttons.
- Click Use template, next to Add items. The Select Template dialog opens.
- Pick a template on the left. The right side previews its folder tree. You can also type in the box at the top, which reads Search templates or enter an AI prompt.
- Click Add. The folders are created in the room or folder you opened.
The Templates
- Build with AI. Create any folder structure with AI. See Build a folder structure with AI.
- Logo Package. A complete logo file structure for digital and print use.
- Data Room. An organized repository for due diligence documents.
What the Data Room Template Contains
The preview shows eight top-level folders:
- Executive Summary
- Company Formation Documents: Articles of Incorporation, Bylaws, Shareholder Agreements, Board Meeting Minutes
- Financial Information: Historical Financial Statements, Financial Projections, Cap Table, Tax Returns
- Product Information
- Market Information
- Legal Documents
- Team Information
- Miscellaneous
The new folders inherit access from every existing group, like any folder you add. To start them hidden, turn on Hide new content by default first. See Hide new content by default.
Common Questions
Where is the Use template button?
On an empty data room or empty folder, next to Add items. The Add content menu doesn't list it, so a room that already has content doesn't offer it.
What does the Data Room template create?
Eight numbered folders for due diligence: Executive Summary, Company Formation Documents, Financial Information, Product Information, Market Information, Legal Documents, Team Information and Miscellaneous. The first three are previewed with their subfolders before you click Add.