
Data Room
Create a Data Room, organise files, use templates, share documents, manage access, and track investor activity.
By Undo1 author4 articles
- Data Room: How to create a room, use templates, and upload filesSet up one or several Data Rooms, organise folders, add documents, and prepare files for sharing.
- Data Room files: How folders, versions, and file management workMove files, update documents, manage versions, and keep each folder organised.
- Data Room sharing: How to create links, invite investors, and manage accessShare the right documents with the right people using links, email invites, and access controls.
- Data Room activity: How to track views, documents, and investor accessCheck folder-level and file-level activity, including views, uploads, signatures, and access changes.
