Getting started with your data room

How to start using your Virtual Data Room

10 articles in this collection
Written by Lily and John Crompton

System requirements

Check out the list of supported operating systems and browsers, additional components and plugins

Written by John Crompton
Updated over a week ago

Data room configuration

Learn about available data room settings and how to adjust them according to your needs

Written by Lily
Updated this week

Uploading documents

How to bulk upload a folder structure and files to your data room

Written by Lily
Updated over a week ago

Inviting users

Learn how to invite users from scratch, create user groups, set up their permissions and security settings

Written by Lily
Updated over a week ago

Access to Q&A

Learn about available levels of access to the Q&A section and how they differ

Written by Lily
Updated over a week ago

Reports

Find out how you can track project activity, export and email reports, and subscribe to the selected reports

Written by Lily
Updated over a week ago

Creating new data room

How to open new projects, and create them within an existing corporate account or a new one

Written by Lily
Updated over a week ago

FAQ

Available integrations

Single Sign-On (SSO) integrations, AWS KMS, API

Written by Lily
Updated over a week ago

Login to data room from own website

Let your users log in to the data room straight from your company’s website

Written by Lily
Updated over a week ago

Server locations

Learn about available server locations and how to check where your data room is hosted

Written by Lily
Updated over a week ago