Date of release: February 23, 2024
Connect Data Room With Your Existing Tools
Document security users have already created smooth workflows with our existing Zapier integration. We've now expanded the integration capabilities to the Digify data rooms.
Data room owners and co-owners can use Zapier to set up triggers related to data room actions. These include accessing, viewing, printing and downloading a data room document.
Let's say you're managing an online training program with Digify. Whenever a participant completes a module and downloads related resources, you can automatically feed their details into your CRM using the integration. Not just this, you can automatically perform actions like uploading a follow-up file for them.
Other actions that can be performed include
Uploading a file/folder
Deleting a file/folder
Adding a data room guest
Deleting a data room guest
Creating a group in a data room
Adding guests to groups
Updating group settings
Replacing a data room file
Get a Complete View of Guests Across all Data Rooms
Managing guest quota and ensuring authorized user access across data rooms can get complex, especially when you have multiple data rooms set up.
Admins can now access a complete list of all the existing guests including details like Available Quota, Name, Date Added and Last Visit. You can also view guest access details for different data rooms with the "View access" option. The search bar on top of the guest list lets you easily look for guests using their first name, last name, or email.
Where can you find this?
Go to the Admin Settings, and click on Billing tab. Expand the "Plan Details & Usage" section and then choose "View guest list" in the Data Room Guests option. Upon clicking the link, you will be able to view the a consolidated guest list of all your data rooms.
Other Updates
Bug Fixes
Fixed incorrect guest quota when users manage team members, restored the option to delete and invite members
UI/UX Changes
Data room owner/co-owner can now see the 'Replace file' action for the exported data room activity logs
Users will now see a loading icon when they toggle the data room access switch in the 'Manage Data Room' list