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Data Rooms
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