How to set up a virtual data room
Create your data room and folder structure
Start an online data room, then set up folders and upload documents to keep everything deal-ready and easy to review.
Invite users and set permissions
Add internal and external stakeholders, assign role-based access, and control who can view, download, print, or edit each file.
Share securely and track activity
Send access invites, monitor engagement with audit trails and reports, and adjust access anytime to keep due diligence secure and moving.
Core Features of Our Secure Data Room Service
Document Management for Fast Due Diligence
- Bulk upload/download (keep folder structure)
- Drag-and-drop folders and files
- Full-text search across the online data room
- Version control for updated documents
- Email alerts for new/changed files
Security & Permissions Control
- Granular permissions by user, group, folder, or file
- View / download / print controls for sensitive data
- Two-factor authentication and access restrictions (IP/domain)
- Dynamic watermarking to reduce sharing risk
- Full audit trail for every action in the secure data room software
AI-Powered Tools for Electronic Data Rooms
- Meaning-based search to find key content faster
- Automated redaction support for sensitive data
- In-room translation for global deal teams
- Smart summaries to speed up review
- Reduced manual admin across the deal cycle
Fast Setup & Deal Readiness
- Prepare content in a staging area before going live
- Launch a deal-ready online data room in minutes
- Invite users quickly and apply permission templates
- Set access expiry and schedules for time-bound deals
- Archive completed projects for retention and compliance
Other Important Secure VDR Features
Secure Exports
Download files with built-in protection controls.
Flexible Pricing
Pick a plan that fits your deal.
Q&A Module
Manage diligence questions in one place.
E-Signature
Sign documents securely inside the data room.
Activity Insights
See engagement trends and document interest.
Multi-Language UI
Support global teams in multiple languages.
Branded Workspace
Add logo and branding to your deal room.
External Links
Share files securely outside the data room with controls.