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🗂️ Data Rooms

A Data Room is a secure, branded space that bundles multiple documents behind a single access-controlled link. Data rooms are ideal for fundraising, due diligence, board updates, and any situation where you need to share a curated set of files as one package.

Data rooms list

💡 Why Use a Data Room?​

  • 📦 One link, many documents — recipients access everything in a single place.
  • 🛡️ Unified security — apply password, expiration, and download rules to the whole room.
  • 🏷️ Branded experience — add your logo, colors, and a custom welcome message.
  • 📊 Room-level analytics — see engagement across every document in the room.
  • 🧭 Index page — an optional contents page that lists all included documents.

📋 The Data Rooms List​

The Data Rooms section lists every room you've created, showing each room's name, the number of documents it contains, and its view count. From here you can open a room, edit it, view its analytics, or create a new one.

▶️ Working with a Data Room​

  • ➕ Create a new room with the Create Dataroom button (see Creating a Data Room).
  • 📂 Open a room to review its documents and settings.
  • 📊 Analyze engagement with Data Room Analytics.
  • 🔗 Share the room link with stakeholders — the same security model as share links applies.

Next, walk through building one step by step in Creating a Data Room. 🚀