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Convert a Folder to a Data Room

Turn a regular folder in Peony, such as the copy you get from Duplicate, into a data room you can share with groups and links. Step by step.

Last updated September 26, 2026

A folder and a data room hold the same files, but only a data room can be shared with groups and links. When you duplicate a data room, the copy arrives as a folder, so converting it is the step that makes it a room again.

Steps

  1. Go to where the folder lives (for example your team space). The label under its name says Folder, where a data room says Data room.

  2. Open the folder's … menu and choose Convert to data room.

  3. Rename it from the same menu if you want a different name.

  4. Set up its Permissions: groups, links, NDA and security settings. See Share a data room link.

Common Questions

How do I turn a folder into a data room?

Open the folder's … menu and choose Convert to data room. Then rename it if you like and set up its Permissions.

Why is my duplicated room a folder and not a data room?

By default a copy made with Duplicate is a regular folder. Convert it with the … menu's Convert to data room option.