iDeals Help

Learn how to adjust automatic document and question indexing, change the project name and add the administrator's contacts

General settings of the data room

Upload the company's logo, change the interface color, and customize the login page background

Customize the watermark's appearance, select the information to be displayed, and add custom text

Learn how to apply your own terms of use, NDA, disclaimer, or confidentiality agreement for users entering the project

How to manage labels that can be assigned to documents, create label groups and label values, and delete or edit existing labels

Set a mandatory 2-step verification for all users, and define who can access your project by email domains and IP addresses

How to place a flash drive order and get an encrypted flash drive with your data room contents

How to close the project or schedule its automatic closure for a specific date

Configuration of AWS (Amazon Web Services) KMS (Key Management Service) for encrypting files uploaded to iDeals VDR

Set additional security level for your project and enable two-factor authentication (2FA) for all users by default

Everything you need to know about configuring your project room according to the company brand and security requirements

How to reopen the project, who can request an activation, and how long it takes

Learn how to download all documents and export reports before closing your project or at any stage of the deal

Learn how to personalize your project terms of use, and check available samples of terms of use, NDA, and disclaimer

Find answers and get help from Intercom Support and Community Experts

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