Data rooms explained

Share a whole set of documents as one space, with permissions per person.

Written By Alex

Last updated About 1 hour ago

A data room is a set of documents shared as a single space, for when one link to one file is not enough. Diligence, fundraising, audits, and board packs are the usual cases.

What a data room adds

  • Folders. Organise documents the way the recipient should read them.
  • Per person permissions. Decide which people see which folders.
  • Group access. Give a whole team access at once instead of person by person.
  • Uploads inward. Let the other side put documents in, not just take them out.
  • Questions. Let viewers ask about a document in place, rather than by email.
  • Analytics across the room. See which documents got attention and which were never opened.

Requesting documents

You can ask for specific documents by name. The other side sees a checklist of what is outstanding and uploads against each item, so you can tell at a glance what is still missing without chasing.

Getting started

  1. Open Data rooms and create one.
  2. Add folders and upload your documents.
  3. Invite viewers and set what each of them can see.