Sales: (800) 988-8850

Features

Collect, Organize, Share, and Monitor
Business Critical Files Securely.

Easily Collect

DRAG AND DROP UPLOADING – Quickly and easily upload files and folders. Drag and drop them directly into your browser or upload window.

BATCH UPLOAD – Need to upload a ton of files and folders simultaneously? Our Zip Upload capabilities allow for a fast upload using connections over explicit TLS/SSL.

URL LINKS – Provide direct access to external content, videos, or web pages and track user access to those assets from within the data room.

FOLDER STRUCTURE – Organize your data room content as you do on your computer. File tags and labels are not required but are available.

TEMPLATES – Use one of our templates or create your own to rapidly generate a data room’s folder structure, disclaimer, instructions, and tasks.

WORKFLOW TOOLS – Easily manage your document collection process, including task creation, assignment, collaboration, and monitoring. Your team can easily track tasks toward completion.

Easily Organize

DRAG AND DROP UPLOADING – Quickly and easily upload files and folders. Drag and drop them directly into your browser or upload window.

BATCH UPLOAD – Need to upload a ton of files and folders simultaneously? Our Zip Upload capabilities allow for a fast upload using connections over explicit TLS/SSL.

URL LINKS – Provide direct access to external content, videos, or web pages and track user access to those assets from within the data room.

FOLDER STRUCTURE – Organize your data room content as you do on your computer. File tags and labels are not required but are available.

TEMPLATES – Use one of our templates or create your own to rapidly generate a data room’s folder structure, disclaimer, instructions, and tasks.

WORKFLOW TOOLS – Easily manage your document collection process, including task creation, assignment, collaboration, and monitoring. Your team can easily track tasks toward completion.

Easily Share

USER MANAGEMENT – Set up your data room users and invite them to your data room. Grant/revoke access, modify permissions, and granularly control access to your account.

CUSTOM PASSWORD MANAGEMENT – Keep your user accounts secure by enforcing a complex password policy matching your corporate password criteria. You control your account’s password expirations, password usage, and inactivity requirements.

SESSION TIMEOUTS – Users on your account are automatically signed out of Vault Rooms after a designated period of inactivity.

TWO-FACTOR AUTHENTICATION – Add an extra layer of security to accounts by requiring a security question and answer at sign-in.

SIMULTANEOUS BLIND ACCESS – Vault Rooms features allow you to confidently share files with multiple parties 24/7 by “blinding” other users to others in the data room. Easily share the same information with multiple bidders and competitors and never worry that they will see each other.

DISCLAIMERS – Turn on disclaimers for each data room that users must accept before accessing your files. Customize the disclaimer language to fit your specific needs.

DOCUMENT SEARCH – Easily search data room folders, documents, document tags, and descriptions to find the files you’re looking for. Search within documents in the viewer to find and highlight specific document text.

Q&A – Establish and monitor Question & Answer Threads for individual users, teams, or data rooms. Monitor and manage discussions to improve engagement communication.

MESSAGES – Use informational emails to communicate easily with users.

FOLDER AND FILE LISTING EXPORTS – Users can get a clear view of the hierarchy and documents available for review in an organized structural view and downloadable report.

Easily Monitor

ACTIVITY AUDIT – See exactly who has logged in to your data room and accessed your content – when, where, and how many times. Export all activity for analysis in Excel.

DOCUMENT HISTORY – See when each file was uploaded, modified, and deleted in the data room. Export all activity for analysis in Excel.

NOTIFICATIONS – Instantly get notified when someone uploads a new file, posts a comment/message, or assigns you a task. Stay up-to-date with email summaries of all data room activity.

ARCHIVE DOWNLOADS – When a project winds down, easily create a comprehensive archive of folders, files, and all associated audit reports with a single click.

Stop Chasing Documents

Gartner research has stated that most professionals spend as much as 50% of their time searching for and gathering required documents. For someone earning $100K/year, that translates to a loss of as much as $50K/year.

Simplify your client engagements with streamlined document collection and organization. Focus on delivering value rather than struggling to gather the documents you need.

Collect, Organize and Review documents on auto pilot!

Stop Chasing Documents

Gartner research has stated that most professionals spend as much as 50% of their time searching for and gathering required documents. For someone earning $100K/year, that translates to a loss of as much as $50K/year.

Simplify your client engagements with streamlined document collection and organization. Focus on delivering value rather than struggling to gather the documents you need.

Collect, Organize and Review documents on auto pilot!

When dropping your files in a box just won’t cut it. You need comprehensive file storage & management, you need Vault Rooms.