Articles on: Getting Started/Set up

Overview of the Data Room Tab

Overview of the Data Room tab

Welcome to the heart of your digital repository—The Data Room tab. Engineered for simplicity without compromising on functionality, this intuitive interface transforms the often complex chore of managing documents and files into an effortless experience. Let’s embark on a journey through the key features that make this tab an essential component of your M&A toolkit.

Data Room Features

Recent Files: Instantly access the most recently uploaded files.
Trash: Admins can permanently delete or restore previously deleted files.
Download All: With the Home folder select, click this button to do a bulk download of all the files and folders you have access to in the data room.
Search Bar: Use the search bar to quickly locate specific documents.
Reverse Lookup: Click the list icon to see which requests this document or folder is attached to.

Tip: Free up space by permanently deleting files from the Trash when approaching your data limit.

Document Viewer

DealRoom's document viewer allows you to easily view documents online. Depending on your permissions, you may see these features:

Click the arrow button at the top right to open up the more options menu.
Bookmark: Click the ribbon button to save this file to your bookmarked files.
Related requests: Easily look up requests associated with the document, check their status, and add comments—all without leaving the screen.
Redaction: Use the redaction feature to remove sensitive information from a document.

If you have any questions or concerns, don't hesitate to reach out to our support team.

Relevant Articles:

How can I check how much data I’m using?
How do I renumber or reorder files in the Data Room?
How do I bulk download the Data Room?

Updated on: 04/01/2024

Was this article helpful?

Share your feedback


Thank you!