Data room settings

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

14 articles in this collection
Written by Lily

General settings of the data room

Learn how to adjust automatic document and question indexing, change the project name, close your data room and order a flash drive

Written by Lily
Updated over a week ago

Branding your data room

How to upload your company's logo and adjust interface color, change dashboard image and login page background

Written by Lily
Updated over a week ago

Watermarks configuration

Learn about available settings for watermarks, header and footer displayed on the documents

Written by Lily
Updated over a week ago

Terms of use

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

Written by Lily
Updated over a week ago

Setting up document labels

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

Written by Lily
Updated over a week ago

Data room closure and flash drive order

How to close the project and order flash drives with your project contents

Written by Lily
Updated over a week ago

Ordering a flash drive

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

Written by Lily
Updated over a week ago

Encryption at rest and customer-managed encryption keys

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

Written by Lily
Updated over a week ago

Mandatory two-factor authentication

Learn about additional security level for your data room and how to enable SMS verification (2FA) for all users by default

Written by Lily
Updated over a week ago

FAQ

Reopening data room

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

Written by Lily
Updated over a week ago

Backing up data room contents

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

Written by Lily
Updated over a week ago

Difference between logo, dashboard image, and login page background

Learn where various branding options of your data room are displayed

Written by Lily
Updated over a week ago

Customizing watermarks

Learn how to increase or decrease the number of watermark lines, add custom text, adjust available tags

Written by Lily
Updated over a week ago

Terms of use configuration

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

Written by Lily
Updated over a week ago