Enhance document management flexibility: share and copy files with ease

Share a file by link with external users 

We’re excited to announce our new feature for sharing files securely with users who are not invited to the data room. This feature ensures compliant, trackable, and easy collaboration with external stakeholders, keeping your data safe and accessible. Here’s what you can do as an administrator:

• Choose between public links with email verification or restricted access to specific emails and/or domains
• Enhance security by specifying expiration dates, dynamic watermarks, and download options such as PDF, or original format
• Send a link directly from the data room or copy a link to send it from your own email
• Track all activities on shared links through the Reports section
• Find all shared links in the corresponding section and disable/delete links anytime to stay in control

Recipients of the shared links will:

• Get an email with a secure link to a file
• Follow an intuitive sign-in process with email verification to review the file
• If the file is moved, deleted, or if access is unavailable, they’ll see an error message to prevent unauthorized access to sensitive information

Copy documents across projects

Another update makes managing complex projects simpler and more efficient with the “Copy documents across projects” feature. With this functionality, you can copy any number of files and folders between data rooms in just a few clicks, saving you time and effort. This is especially useful if you are:

• Setting up a new data room using files and folders from previous projects
• Dividing complex projects into multiple data rooms
• Replicating content between data rooms and inviting different users to each room, ensuring fully siloed collaboration
• And so on

Once copied, files are instantly available for viewing and downloading, maintaining any  redactions from the original file to protect sensitive information. For even more security and control, you can decide whether copied items will inherit permissions in the destination project or will be hidden from users.

Download a PDF version of accepted Terms of use (NDA)

We understand the importance of compliance and record-keeping for VDR administrators. That’s why we’ve added the ability to download a PDF version of accepted Terms of Use (ToU) or Non-Disclosure Agreements (NDA). This feature ensures all stakeholders have a record of the agreed terms for reference.

To set up your custom ToU or NDA, you can use our convenient Word-like built-in text editor. You can format and structure content as needed, including the use of dynamic fields such as Email, Company, Date, and more.

You can also create multiple versions of NDAs and assign them to various third parties, ensuring their experience is perfectly aligned with their specific requirements.

Manage users and groups from mobile devices

We continue enhancing your mobile experience introducing new features to let you manage groups and users effortlessly.

• View the participants list: Easily navigate through groups and users
• Search for specific participants: Quickly find groups or users using keywords
• Execute needed actions: Perform various actions such as inviting, deleting, moving, activating, and deactivating groups or users