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Data Rooms

Request and review documents from the people you invite

Create a data room from a template of sections and fields, invite people by email with their own access link, and collect their answers and file uploads. A room can set a default expiry for invited people and can encrypt the answers they submit. A reviewer can approve, deny or ask for more information.

How a room keeps things in order

Reuse a template

Start each room from a template of sections and fields. The template's security defaults set the link expiry and encryption.

Each section belongs to a role

Every section is tied to a party role, so each person sees only their own section. You can add colleagues to a room by person or by department.

Invite several parties, review what comes in

Each party you invite by email gets their own link. A review party approves or denies what arrives, and each room has its own chat.

Set when links expire

Set a default expiry for the links you give invited parties, so access ends when it should.

Ask for the fields you need

Define the fields each party must complete and set a deadline for the room. You can see who has submitted, and a reviewer can ask a party for more.

Works with

  • A room can be tied to the deal it supports in Deals.
  • A room can be tied to a client in Clients, and can be set to create a client record when it closes.
  • Each partner in Partners who is invited to a room gets a link of their own.

When you request access, tell us who you'd invite into your first data room.

Sending a request doesn’t create a workspace, and every request is reviewed before anyone is given access.

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