Core

Storage and users

Deployment of one Data Room;
Subscription includes a flexible base storage capacity of up to 2 GB, as specified in the Delivery Order, with the option to upload unlimited client data at the cost defined in the Delivery Order;
Up to five (5) Data Room Administrators;
Unlimited number of Data Room Participants;
Data Room archiving to an encrypted USB, at the cost defined in the Delivery Order.

Support, training, and project management

Live training with experts (1 hour per Project);
Standard 24/7 customer support via telephone, online chat (response 60 seconds), and email (response 30 minutes);
Customer support in 10 languages.

Customizations and integrations

Dark mode support (personal user setting);
Custom columns and sorting for selected tables / lists (personal user setting);
Custom branding (logo, color);
Custom terms of access / NDA, including dynamic tags and export to PDF;
Custom login page background;
Customizable questions and answers workflows.

Documents

Folder index (structure) import;
Data Room index export;
Files supported to for secure viewing in PDF or secure formats: *.pdf, *.txt, *.doc, *.docx, *.xls, *.xlsm, *.xlsx, *.csv, *.ppt, *.pptx, *.rtf, *.htm, *.html, *.xml, *.mht, *.jpg, *.jpeg, *.jpe, *.gif, *.bmp, *.png, *.svg, *.tif, *.tiff, *.mp4, *.mov, *.avi, *.wmv, *.m4v, *.mpg, *.mxf, *.mkv, *.3gp, *.mpeg, *.ts, *.asf, *.f4v;
Online PDF viewer;
Online Spreadsheet viewer;
Optical Character Recognition (OCR);
Full text search;
Drag-and-drop upload;
Automatic index numbering;
Windows desktop application for upload and sync;
Mobile applications for iOS & Android;
Document redaction tool, which allows removing texts or areas from the documents in the Data Room containing any sensitive or confidential information so the redacted content appears blacked out for the Data Room Participants;
Recycle bin with deleted files and folders.

Security

Two-factor authentication;
Access schedule by time;
Access expiration by time;
Users, roles, groups, and permissions management;
8 levels of document access management;
Encrypted PDF and MS Office documents with remote shred / information rights management;
Preview permissions as any Data Room Participant;
Customizable dynamic watermarks;
Screenshot prevention with Fence View;
Data Room closure at a scheduled time.

Collaboration and reporting

Views and downloads tracking in the engagement matrix;
Activity log with each action inside the Data Room;
Data storage usage and largest files / folders report;
Dashboard with aggregated information about Data Room activity;
New document notifications (personal user setting);
Reports export to Excel;
Scheduled and periodic (subscription) reports sent by email;
Questions and answers tool with customizable workflows;
Files and folders notes with export to Excel.

Multi-project management

Data storage usage reports across Data Rooms;
Subscription and billing information;
List of all Data Rooms linked to a subscription.

Data hosting, availability and compliance

Ideals’ data centers in 9 regions;
99.95% uptime;
SOC 1/2, ISO 27001, GDPR, HIPAA, PCI DSS compliance;
SSL/TLS with 2048-bit RSA data transfer encryption;
256-bit AES data at rest encryption.

Certain features or functionality of the Services may be unavailable or restricted in specific countries due to regional regulations, limitations, or other factors. For detailed information on the availability of features in the location of the Client, please contact Ideals Support Agents.