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This article should show you how to create a data room

How to create a Data Room

This article walks through how to create a folder within your Data Room

How to create a Folder in your Data Room

This article walks through how to view the analytics in your Data Room to see how individuals are engaging with your Data Room.

How to view your Data Room Analytics

This article should help you understand how to add a sent Update into your Visible data room

How to add an Update to your Data Room

This article should help you to understand how to create a sub-folder within your data room. Allowing you to better organize your folders and filed

How to create a Subfolder within your Data Room

This article should show you how to add a file within your Visible data room

How to add a file to your Data Room

This article should help you with directions of adding a dashboard to your data room

How to add a Dashboard to a Data Room

This article should help you to add any Updates, Decks, or Dashboards to your Data room

How to add your Visible content to your Data Room

This article should help you with how to add a Visible deck into your data room.

How to add a Deck to your Data Room

This article should help you with directions on adding a url to your data room. Allowing you to input external document and internet links into your data room.

How to add a URL to your Data Room

This article will help you to turn on and off email notifications when someone is viewing your data room.

How to update your Data Rooms notification settings

Context if an invite to view your data room still shows as Pending

Why is my data room invite still pending?

This article should help you to share your Data Room via a public link

How to share your Data Room via a link

This article should help you to understand what you should add to your data room

What should I include in my data room

This article should help you to remove an item from your data room.

How to delete an item from your Data Room

This article will help you to remove a contacts access from your data room

How to remove someone from viewing your Data Room

This article should help you with how to set a password when sharing a data room via a link

How to set a password for your Data Room

This article walks through advanced permissioning in your Data room to share specific folders with Visible Contacts.

How to share specific folders in a Data Room with investors (Advanced Permissioning)

This article will help you with how to download all items in a folder at one time

How to download a Data Room folder

This article should help you with how to download an entire data room

How to download an entire Data Room

This article should help with how to delete a folder from your data room

How to delete a Folder in your Data Room

This article will help you with how to add a call to action to your Data Room.

How to add a CTA to your Data Room

This article will help you with how to create a third level folder in your Data room

How to create a Third Level Folder

This article shows how to add customization to your Data Room cover letter including: a title, description, and background image or color.

How to add a cover photo to your Data Room

This article should help with how to resend an invitation to your data room

How to resend an invitation for your Data Room

This article walks through the process for adding a page into your data room folders

How to add a page to a Data Room

Learn how to customize data room link sharing to only be viewable by certain domains.

How do I share a Data Room with a specific domain?

Learn how to share a data room with existing contacts in Visible.

How to share a Data Room with Visible contacts?

This article shows Visible users how to prevent Data Room files from being downloaded.

How to Disable Data Room Downloads

This article walks through the process of duplicating an existing Data Room to share with a different set of investors.

How to duplicate a Data Room

Sharing a Data Room involves sharing confidential information. Enhance security by adding Watermarks to PDFs within a Data Room.

How to add Watermarks to Files in a Data Room

Building a table of contents and internal navigation in your Data Room

How to link to another page or folder in your Data Room

This article walks through how to duplicate individual pages and folders into separate data rooms.

How to Duplicate Pages and Folders Across Data Rooms

This feature allows users to download a structured index as a text file directly from the data room, and share it with investors or teammates for quick reference.

How to Download a Data Room Index

Require anyone viewing your data room to sign an NDA before they can access your files, and keep a signed, downloadable record of every agreement.

How to add NDAs to your Data Room Before Sharing Sensitive Files

Matt Preuss

Nick Kramer

Data Rooms

Application Status

Marketing Site

Investor Database

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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