Data Rooms
Create a secure data room, manage files and guest permissions.
By Willy and 1 other2 authors60 articles
- 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
- 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
- Temporarily revoke a guest's or group's data room access
- How to unshare/disable your data room
- How to get links for a data room & its files, folders & About page
- Team members do not automatically get access to existing data rooms
- How to create different levels of access to your data room for due diligence
- Default Guest Permission for data rooms
- Data room permissions & how to assign them to guests
- How to assign co-owners in a data room
- Setting up Groups for data room guests
- Folder-Level & File-Level Granular Permissions
- Invite Permission for Data Room
- How to preview guest or group access
- How to add new folders or files discreetly
- How to allow data room guests to print & download files
- How the "No Access" permission works
- When parent folder has "Edit" permission, its files'/folders' permissions cannot be changed
- Copy granular permissions from another guest/group
- "This file/data room is not available" error message
- Request Access to a Data Room or Specific Items
- Introducing Editing with MS Office
- Introducing... Excel What-If Analysis
- Terms of Access for data rooms
- New File Notifications
- Data Room About Page
- How to enable/disable & change your data room banner
- Tips for optimizing your data room banner
- Optimizing your data room banner image for mobile/smaller screens
- Where to get stock images for your data room banner
- Cloning a data room
- Transferring ownership of a data room
- Exporting your entire data room
- Introducing Cloud Storage Sync
- Export a data room file to Document Security
- Rename files & folders in a data room
- Move/copy files & folders within and across data rooms you own
- Reorder files in a data room
- Replace files in a data room
- Download data room files as a guest
- Downloading a file, multiple files or all files from a data room
- Exporting the data room File Index as an Excel file
- Trash Can - Remove and Restore Data Room Files
- Understanding the Comfort or Confirmation Letter in Digify