Getting Started with Your Data Room

How to start using your Virtual Data Room

9 articles in this collection
Written by Lily and John Crompton

System Requirements

Operating systems, browsers, additional components and plugins

Written by John Crompton
Updated this week

Data Room Configuration

General settings, Branding, Watermarks, Terms of use

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 this week

Access to Q&A

Questions and Answers

Written by Lily
Updated this week

Inviting Users

User invitation, user group creation, permissions setup, security settings, and other

Written by Lily
Updated over a week ago

Reports

Tracking activity, exporting and emailing reports, subscription to the selected reports

Written by Lily
Updated over a week ago

Create New Data Room

Creating new projects, adding them to existing or new contract

Written by Lily
Updated over a week ago

FAQ

Available Integrations

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

Written by Lily
Updated this week

Where is my Data Room Hosted

Available servers

Written by Lily
Updated over a week ago