Getting Started with Your Data Room

How to start using your Virtual Data Room

7 articles in this collection
Written by Lily and Beatrice

System Requirements

Operating systems, browsers, additional components and plugins

Written by Beatrice
Updated over a week ago

Data Room Configuration

General settings, Branding, Watermarks, Terms of use

Written by Lily
Updated over a week ago

Uploading Documents

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

Written by Lily
Updated yesterday

Inviting Users

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

Written by Lily
Updated over a week ago

Access to Q&A

Questions and Answers

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