Settings Management

Process to manage the Settings Section:

Step 1 : Login to the data room using email ID and password

Step 2: Enter the relevant workspace [If you want to change any settings in Investor click the workspace Investor]

To change the Logo and Brand Name:  Select the Edit icon and upload the logo from your system, type your company name under Brand Name and click save changes.

To change the watermark: Go to the watermark section and select the edit icon.

Change the type of watermark as per your requirements and click save changes. Watermark will be present on all the documents.

NDA: NDA between Admin and external users can be included in the NDA Section. Admin can customise the text and disable this option by clicking edit icon.

Once external users accepted the NDA at the time of login. Admin can download the signed NDA from the NDA users section.

Email Notification: Admin can enable the email notification to the external users for various activities performed in the data room. 

Example: Admin wants email notification for documents uploaded, Admin can change the status to active and click save changes.

Q&A Co-ordinator: Admin can assign anyone from their team to answer the questions raised by external users.

Two Factor Authentication: Admin can enable the 2FA via mobile OTP in this section.

Package: Admin can track the subscription details in this section.