Data Room Support

Welcome to the Data Room Help Center! Here you'll find guides and answers to common questions about managing, setting up, and sharing your data rooms.

Getting Started with Your Data Room

Learn how to create your first data room, upload documents, and invite users.

Creating a New Data Room
Uploading & Organizing Documents
Setting Up Folder Structures

Managing & Sharing Your Data Room

Discover options for sharing your data room securely and tracking user activity.

Inviting & Managing Users
Setting Access Levels & Permissions
Sharing Documents & Folders
Understanding Data Room Analytics

Understanding Access Types

Choose the right visibility for your data room:

• Private: Only users explicitly invited (via "Invite Users") can view the data room. This is ideal for highly confidential deals.
• Restricted: The data room may be discoverable (e.g., in search results or public listings), but viewing content requires a request for access and approval from the data room owner.
• Public: Anyone with the link can view the data room and its contents without prior approval. This is suitable for general information or marketing purposes.

FAQs & Troubleshooting

Find answers to frequently asked questions and troubleshoot common issues.

Document Upload Issues
User Invitation Problems
Access Revocation

Can't find what you're looking for? Feel free to contact our support team directly.