Digify

What is a virtual data room?

How to set up your data room for due diligence in one minute

Creating a data room

Changing your data room settings

Also, how to delete files or folders from a data room

Uploading files or folders to a data room

Accessing files in a data room as an invited guest

Managing your data room's Access setting

Adding guests to a data room

How to add guests without allowing them to view your entire data room

Removing data room guests

Simply set their permission to "No Access"

Temporarily revoke a guest's or group's data room access

How to unshare/disable your data room

Learn how to direct your data room guests to specific files, folders and the About page

How to get links for a data room & its files, folders & About page

Team members do not automatically get access to existing data rooms

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Jasper Zeng

Getting Started

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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