Erstellen Sie Ihren Advanced Data Room in wenigen Minuten mit unseren vier Schritt-für-Schritt-Anleitungen.

Businesses of today rely on digital tools to share files and manage large volumes of content to grow and succeed. These tools need to be fast, easy to use, and secure – giving you the control you need to share sensitive business content without any of the worry. Enter DocSend Virtual Data Rooms, a comprehensive solution designed to streamline your end-to-end deal workflow, so you can close deals faster and with greater confidence.

Advanced Data Rooms give you enhanced control over all your files, with granular security features including passcode protection, watermarking, NDAs, and more. Robust analytics give you x-ray vision into viewer engagement metrics: which files were viewed and for how long, key drop-off points, and who your files were forwarded to. 

Ready to create your first data room and start sharing files? To get you started, we’ve created four step-by-step how-to videos that will get you up to speed in no time. 

1. Set up and track your data room

Learn the fundamentals of setting up a DocSend data room. Upload files, organize your content, personalize your Space, and see how to track viewer engagement with the tips in this video. 

TL;DR

• Add branded logos and thumbnails
• Organize your data room
• Secure content with granular permissions, down to the folder level
• Explore detailed analytics

Watch now. 

2. Add internal collaborators

Share ideas and content with ease. Learn how to add  your teammates as collaborators so they can customize, collaborate, and track real-time insights.  

Watch the video.

3. Share data securely using links

DocSend advanced data rooms allow you to share your business-critical data in two ways: through link sharing and group sharing. This video focuses on link sharing and shows you how to create links customized for different audiences.

You’ll learn how to create links with unique permissions structures, so you can control exactly how each recipient can interact with your files. 

Learn how to add the following security controls to each link: 

• Require an NDA to view
• Require email authentication
• Include an expiration date
• Include a passcode
• Allow downloading
• Prevent downloading

Watch the video.

4. Share data using groups

Want to share your data with a large number of people? DocSend’s group-sharing makes it simple. Rather than emailing a link to your intended recipients, you can create groups and send notifications directly through DocSend.

Like the link-sharing feature, group sharing allows you to specify each group’s access permissions on a granular level.

This video walks you through how to invite groups to your data room and set unique permissions for each group. 

Watch the video.

Tips for setting up a virtual data room?

For some extra help to set up a virtual data room (VDR), you can follow these steps: 

1. Choose a provider: Select a VDR provider that offers a user-friendly interface, strong security features, customizable permissions, and good customer support. 
2. Identify users: Consider who will need access to the data room, including internal team members, advisors, potential investors, and buyers. 
3. Set permissions: Create roles and set permissions for each user or user group. Common permissions include view, download, print, and edit. 
4. Organize files: Upload documents and organize them into folders. You can use drag-and-drop functionality to upload files or upload a pre-made folder structure. 
5. Redact information: Remove any information that shouldn’t be seen by users. 
6. Create a non-disclosure agreement: Consider drafting an NDA as an additional layer of protection. 
7. Run a final check: Verify the software settings.

Streamline your deal workflow and close deals faster

Ready to get started? Sign up for a free 14-day trial now. Visit DocSend to learn more.