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Getting Started with Your Data Room

Getting Started with Your Data Room

How to start using your Virtual Data Room

Lily avatar John Crompton avatar
9 articles in this collection
Written by Lily and John Crompton

System Requirements

Operating systems, browsers, additional components and plugins
John Crompton avatar
Written by John Crompton
Updated this week

Data Room Configuration

General settings, Branding, Watermarks, Terms of use
Lily avatar
Written by Lily
Updated this week

Uploading Documents

How to bulk upload a folder structure and files to your data room
Lily avatar
Written by Lily
Updated this week

Access to Q&A

Questions and Answers
Lily avatar
Written by Lily
Updated this week

Inviting Users

User invitation, user group creation, permissions setup, security settings, and other
Lily avatar
Written by Lily
Updated over a week ago

Reports

Tracking activity, exporting and emailing reports, subscription to the selected reports
Lily avatar
Written by Lily
Updated over a week ago

Create New Data Room

Creating new projects, adding them to existing or new contract
Lily avatar
Written by Lily
Updated over a week ago
FAQ

Available Integrations

Single Sign-On (SSO) integrations, AWS KMS, API
Lily avatar
Written by Lily
Updated this week

Where is my Data Room Hosted

Available servers
Lily avatar
Written by Lily
Updated over a week ago
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