Data Rooms

Create a secure data room, manage files and guest permissions.

48 articles in this collection
Written by Charmaine Ng and Niyathi Srinivasan

Getting Started

What is a virtual data room?

Written by Charmaine Ng
Updated over a week ago

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

Written by Niyathi Srinivasan
Updated over a week ago

Creating a data room

Written by Charmaine Ng
Updated over a week ago

Changing your data room settings

Written by Charmaine Ng
Updated over a week ago

Uploading files to a data room

Also, how to delete files from a data room

Written by Charmaine Ng
Updated over a week ago

Accessing files in a data room as an invited guest

Written by Charmaine Ng
Updated over a week ago

Managing your data room's Access setting

Written by Charmaine Ng
Updated over a week ago

Adding guests to a data room

Written by Charmaine Ng
Updated over a week ago

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

Written by Charmaine Ng
Updated over a week ago

Removing data room guests

Written by Charmaine Ng
Updated over a week ago

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

Simply set their permission to "No Access"

Written by Charmaine Ng
Updated over a week ago

How to unshare/disable your data room

Written by Charmaine Ng
Updated over a week ago

Get links for a data room & its files, folders & About page

Learn how to get links to direct data room guests.

Written by Charmaine Ng
Updated over a week ago

Team members do not automatically get access to existing data rooms

Written by Charmaine Ng
Updated over a week ago

Data Room Permissions

Default Guest Permission for data rooms

What it is and how it works

Written by Charmaine Ng
Updated over a week ago

Data room permissions & how to assign them to guests

What the various data room permissions are, what they allow users to do, and how to assign permissions to new and existing guests

Written by Charmaine Ng
Updated over a week ago

How to assign co-owners in a data room

Written by Charmaine Ng
Updated over a week ago

Setting up Groups for data room guests

Assign the same permissions to a group of data room guests with Groups

Written by Charmaine Ng
Updated over a week ago

Folder-Level & File-Level Granular Permissions

Written by Charmaine Ng
Updated over a week ago

How to add new folders or files discreetly

With "No Access", you can add new folders and files to a data room without allowing automatic guest access to them.

Written by Charmaine Ng
Updated over a week ago

How to allow data room guests to print & download files

Written by Charmaine Ng
Updated over a week ago

Guests with "No Access" permission won't be able to access the data room

Written by Charmaine Ng
Updated over a week ago

When parent folder has "Contributor" permission, its files'/folders' permissions cannot be changed

Written by Charmaine Ng
Updated over a week ago

Data Room Features

Data Room About Page

Written by Charmaine Ng
Updated over a week ago

Terms of Access for data rooms

Written by Charmaine Ng
Updated over a week ago

How to enable/disable & change your data room banner

Written by Charmaine Ng
Updated today

Tips on optimizing your data room banner

Written by Charmaine Ng
Updated over a week ago

Excel What-If Analysis

Written by Charmaine Ng
Updated over a week ago

New File Notifications

Written by Charmaine Ng
Updated over a week ago

Cloning a data room

Written by Charmaine Ng
Updated over a week ago

Transferring ownership of a data room

Written by Charmaine Ng
Updated over a week ago

Where to get stock images for your data room banner

Written by Charmaine Ng
Updated over a week ago

Question & Answer (Beta)

Introducing... Question & Answer

Written by Charmaine Ng
Updated over a week ago

How to enable/disable Question & Answer (Q&A)

Written by Charmaine Ng
Updated over a week ago

File size, character limits for Question & Answer

Written by Charmaine Ng
Updated over a week ago

Data room owners can see entire guest list in Question & Answer

Written by Charmaine Ng
Updated over a week ago

Conflicting data room settings for Guest List and Question & Answer

Written by Charmaine Ng
Updated over a week ago

Managing Data Room Files

Export a data room file to Document Security

Send a single data room file to non-guests

Written by Charmaine Ng
Updated over a week ago

Rename files & folders in a data room

Written by Charmaine Ng
Updated over a week ago

Move/copy files & folders within and across data rooms you own

Written by Charmaine Ng
Updated over a week ago

Reorder files in a data room

Written by Charmaine Ng
Updated over a week ago

Replace files in a data room

Written by Charmaine Ng
Updated over a week ago

Download data room files as a guest

Written by Charmaine Ng
Updated over a week ago

Downloading a file, multiple files or all files from a data room

Written by Charmaine Ng
Updated over a week ago

Enable/disable downloading of Excel files in original format for guests

Written by Charmaine Ng
Updated over a week ago

Exporting the data room File Index as an Excel file

Written by Charmaine Ng
Updated over a week ago

Data Room Statistics

Data room statistics & activity log

Written by Charmaine Ng
Updated over a week ago

Data room activity log: How to convert UTC to your local time

When you export the activity log, dates & times are in Coordinated Universal Time (UTC). Here's how to convert them to your local time.

Written by Charmaine Ng
Updated over a week ago