Data Room Settings

12 articles in this collection
Written by Lily

General settings of the data room

Automatic document indexing, automatic question indexing, project name, project administrators' contacts, close data room, order flash drive

Written by Lily
Updated over a week ago

Branding your data room

Logo, dashboard image, login page background, interface color

Written by Lily
Updated over a week ago

Watermarks Configuration

Watermark, header and footer on the documents

Written by Lily
Updated over a week ago

Terms of Use

Data room terms of use, NDA, disclaimer, confidentiality agreement

Written by Lily
Updated over a week ago

Data Room Closure and Flash Drive Order

How to close the project and order the flash drive(s)

Written by Lily
Updated over a week ago

Ordering a Flash Drive

Placing a flash drive(s) order: encrypted flash drive with your data room contents

Written by Lily
Updated over a week ago

Mandatory Two-Factor Authentication

Additional security: SMS verification (2FA), mandatory two-step verification

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

How to back up the data room contents

Download all the documents and export the reports before closing the project or at any stage of the deal

Written by Lily
Updated over a week ago

What is the difference between logo, dashboard image and login page background

Branding your data room

Written by Lily
Updated over a week ago

How to customize watermarks

Increase/decrease the number of lines, add text, available tags

Written by Lily
Updated over a week ago

Terms of Use Configuration

Available templates and samples (Terms of use, NDA and Disclaimer), personalized text

Written by Lily
Updated over a week ago