How do I set up every new data room the same way?

Open Settings, then Workspace, and find Data Room Defaults. Choose how long access lasts, whether guests sign an NDA, whether they can download, and whether documents are watermarked. Then save.

How do I set up every new data room the same way?Watch on YouTube

Steps

  1. Open Settings, then Workspace, and find Data Room Defaults.
  2. Choose how long access lasts, whether guests sign an NDA, whether they can download, and whether documents are watermarked. Then save.
  3. Already have a room set up differently? Open its settings and apply your workspace defaults.
  4. Its files, folders and people stay exactly as they were.

Transcript

Want every new data room set up the same way?

Open Settings, then Workspace, and find Data Room Defaults.

Choose how long access lasts, whether guests sign an NDA, whether they can download, and whether documents are watermarked. Then save.

Already have a room set up differently? Open its settings and apply your workspace defaults.

Its files, folders and people stay exactly as they were.

Data room permissions, access groups & document controls