Drag and drop files — or a whole folder — into an open data room. Peony preserves folder structure and kicks off AI auto-indexing automatically. Indexing finishes in under three minutes for most rooms.

Supported File Types

Documents — PDF, Word (DOCX), Excel (XLSX), PowerPoint (PPTX), plain text, Markdown
Web & AI artifacts — HTML and HTM (rendered live in the viewer — JavaScript runs, so interactive AI-generated artifacts work as intended)
Images — PNG, JPG, GIF, WebP
Video — MP4 and common codecs including H.264
Archives — ZIP (contents shown as a folder)

PDFs and Excel render in a secure in-browser viewer, HTML renders live (JavaScript executes), PowerPoint converts for browsing, and videos stream in place. See Supported File Formats for the full list and how each one renders.

How to Upload

Drag and drop files or folders into the main upload area
Click Upload and pick from a file picker
Paste from clipboard (for images)

Dropping a folder preserves structure. Financials/2024/ and Financials/2025/ land in the room exactly like that.

Organizing Folders

Create folders with New Folder and drag files between them. A typical deal structure:

01_Company_Overview/
02_Financials/
03_Legal/
04_Commercial/
05_Team/
06_Appendices/

Numbered prefixes keep the order stable. For M&A, borrow the folder tree your counsel uses. Folder rename and drag-to-move both work. Peony blocks moves that would create folder cycles.

AI Auto-Indexing

On upload, Peony's AI extracts text, classifies the document, and makes everything searchable. For 50–200 documents, indexing finishes in under three minutes.

Once indexed:

Search across the entire room
AI Q&A with page-number citations
Classification tags on each document ("Financial Statement", "Term Sheet", "Employment Agreement")

See AI Auto-Indexing for details.

Upload Failures

Most are transient network issues — retry and it usually works. If it still fails:

Large files (multi-GB video) can time out on slow connections
Exotic formats may not be supported — convert to PDF
Try Chrome or Safari — best-tested
Contact support with the file name if retries fail

Viewer Uploads

If a link has upload permission enabled, counterparties can upload files back. Their uploads land in a dedicated Uploads folder, visible to admins. From there you drag them into your own folders.

Useful for M&A redlines, signed subscription documents, or consulting source materials. Off by default — enable in link settings.

Common Mistakes

Uploading one giant ZIP. AI cannot index nested ZIP contents as richly. Drop folders directly.
Wrong room. Double-check which room tab is open before dropping files.
Expecting viewer uploads to be hidden. They are visible in the Uploads folder the moment the viewer finishes.
Uploading mid-presentation. Indexing takes up to three minutes. Upload ahead of time.

Upload and Organize Files